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Our Management Team

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Helping You Live A Wealthy Life

Steven Flodder CFP®, CLU®, ChFC®, CEPTM

President

StevenFlodder@FlodderFinancial.com
(281) 717-2150

CERTIFIED FINANCIAL PLANNER TM professional (CFP®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Certified Estate Planner (CEPTM)

Steve is responsible for holistic client strategy development and communications.

Prior to founding Flodder Financial Group, Steve spent 22 years with Amoco. With a Masters degree in Engineering, Steve began his career as a geophysicist and quickly moved into management. Over the next 20 years, Steve worked around the globe, ultimately rising to President of Amoco Mediterranean.

During his career as a senior manager, Steve developed expertise in planning and analysis. As the oil industry faced significant turmoil during the late 90’s, Steve decided to apply his acumen and experience to meeting the needs of individuals.

Kyle Flodder CFP®, CLU®, ChFC, AEP

Managing Director Client Strategies

KyleFlodder@FlodderFinancial.com
(281) 717-2160

CERTIFIED FINANCIAL PLANNER TM professional (CFP®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Accredited Estate Planner (AEP®)

Kyle leads:
  • Development and implementation of retirement strategies
  • Client focused knowledge base:
    • Corporate Benefit Plans
    • Estate Planning Strategies
    • Social Security, Health Insurance, Medicare Strategies
  • Firmwide operational excellence

Prior to earning an MBA from the Harvard Business School, Kyle worked for the Boston Consulting Group, advising senior executives in areas including mergers and acquisitions, and corporate reorganization.

After Harvard, Kyle joined Ventana Medical Systems as a special projects manager reporting directly to the CEO and CFO.

Brett Flodder CFA®

Managing Director Investment Strategies

BrettFlodder@FlodderFinancial.com
(281) 717-2151

Chartered Financial Analyst (CFA®)
“The CFA designation is regarded as the highest distinction in the investment management profession with a focus on a rigorous curriculum and strong ethical foundations.”(1)
(1) https://www.cfainstitute.org/en/programs/cfa/benefits accessed 7/17/2018

Brett leads development of:
  • Global economic analysis
  • Portfolio design and real time evaluation
  • Security selection

He also works directly with clients on strategy implementation and is a CFA® Charterholder.

Prior to earning an MBA from the Harvard Business School, Brett worked as a restructuring consultant for FTI Consulting. At FTI, Brett advised executives in navigating the complex challenges created by the 2008-2010 recession.

After Harvard, Brett joined McKinsey & Co., advising executives from the Fortune 100 ® on strategy and operations, focusing primarily on the financial industry.

Rebecca Hollas

Senior Investment Operations Analyst

RebeccaHollas@FlodderFinancial.com
(346) 307-7086

Rebecca leverages her years of industry experience towards implementation of client and firm level strategic initiatives.

Rebecca is a proven leader in designing, implementing, and leading scalable operations teams that support complex organizations and has 15 years of industry experience in operations, trading, client service, and reliability. Rebecca holds a degree from the University of Houston.

Daniel Stoakes

Manager Client Strategies

DanielStoakes@FlodderFinancial.com
(281) 717-2181

Daniel utilizes a strong background in implementation and planning with a focus on pensions and defined benefit plans to support clients in aligning their strategies and actions.

Daniel developed a strong skill set working with clients, as a Financial planner prior to joining Flodder Financial Group. Daniel has earned a master’s degree in Business Analytics from the Cox School of Business at Southern Methodist University and holds Marketing, Finance, and Economics degrees from Northwood University.

Angelee Trom

Senior Marketing and Event Coordinator

AngeleeTrom@FlodderFinancial.com
(281) 717-2141

Angelee works closely with Flodder Financial Group’s senior leaders in implementing the firm’s marketing initiatives as well as providing operational support to the firm.

Angelee’s core responsibilities include planning and organizing of company events and creation of marketing brochures and campaigns. Since joining the firm in 2016, she has become a recognized leader in our marketing strategies, while simultaneously supporting the firm in operational day to day needs to further provide excellent service to our clients. Angelee holds a degree from Texas State University in Mass Communications with concentrations in Advertising and International Business.

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