We appreciate the opportunity to work with you and help you work toward achieving your goals. The accounts we have opened are an important step in that process. Below you will find instructions to access your account information online and elect electronic delivery of notices, should you choose. As always, feel free to reach out if you have any questions on this or another topic.
Register for online access
Electronic Delivery of Notices (Paperless delivery), if desired
Set brokerage account literature (reports, prospectuses, etc.) to paperless
These changes should be in effect within 1-2 mailing cycles
Steven Flodder, CFP®, CLU®, ChFC®, CEP™
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®, CEP™
Managing Director Client Strategies
CERTIFIED FINANCIAL PLANNER TM professional (CFP®)Chartered Life Underwriter (CLU®)Chartered Financial Consultant (ChFC®)Accredited Estate Planner (AEP®)Certified Estate Planner (CEP™)
Kyle leads:Development and implementation of retirement strategiesClient focused knowledge base:Corporate Benefit PlansEstate Planning StrategiesSocial Security, Health Insurance, Medicare StrategiesFirmwide 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
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.”(https://www.cfainstitute.org/en/programs/cfa/benefits accessed 7/17/2018)
Brett leads development of:Global economic analysisPortfolio design and real time evaluationSecurity 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.
Senior Investment Operations Analyst
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 over 15 years of industry experience in operations, trading, client service, and reliability. Rebecca holds a degree from the University of Houston.
Daniel Stoakes, CFP®, CLU®, ChFC®, CEP™
Senior Manager Client Strategies
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.
Becky Norman, CFA®
Investment Operations Manager
Becky has a broad experience base including work with hedge funds, non-profits, and endowments. Becky has experience in Trading, Risk Management, Operations and Client Service. Becky utilizes her analytical abilities and experience to work in support of the investment management processes and decision making. Becky earned a degree in Finance from the Sam Houston State University.
Sr. Marketing and Operations Coordinator
Angelee works to support firm operations and marketing. Angelee utilizes her detail focused mindset to work in support of senior leadership accomplishing client needs.
Additionally, Angelee is responsible for the planning and execution of client focused events and activities.
Angelee holds a degree from Texas State University in Mass Communications with concentrations in Advertising and International Business.
Wyndolyn utilizes her skills and experience from 28 years of service with a multinational law firm to maintain office organization and effectiveness. Wyndolyn works closely with senior staff to assist clients with operational needs accurately and efficiently.
In an uncertain world it is tough to walk alone. Many people find us through the referral of a friend, loved one or co-worker. As you know someone who would benefit from our services we are ready to help.
It can be difficult for someone to reach out and ask for advice, if you know someone who would like an introduction, it is often easiest to send an e-mail to them and cc our firm at Contactus@FlodderFinancial.com. We will send an introduction and be ready to help.