Originally from Beaumont, TX, I've lived in several other states and a few years in British Columbia, Canada. I hold a Bachelor of Arts degree in Russian - summa cum laude. This blend of cultures that I've experienced gives me great interest and insight into people of all ages and backgrounds. I love getting to know people, helping them understand a somewhat boring and complicated world of investing, and then partnering with them throughout life to help keep them on track.
I love what I do--serving folks as they transistion into Medicare. I listen to folks who are confused about their Medicare coverage decisions. As an independent licensed insurance broker, I educate many on their options. Then we follow through together to make certain that their decision becomes their health care plan reality. I'm Carol Otto, with We Speak Medicare. Often long-term care, dental, or hospital insurance enters conversations and I can also provide ideas that may be suitable for seniors and our community families.
Upon moving the TX to live close to family, I founded LaGrange Financial Group in 2019 in Rockwall. I joined Murphy & Sylvest Wealth Management (Murphysylvest.com), a Registered Investment Adviser, in 2020. I hold the Series 65, Investment Adviser Law License, General Lines (Life/Health) Insurance License in several states, and hold several Business and Emergency Management certifications (Project Management Professional, Six Sigma, FEMA Incident Command 300 & 400, etc.) M&S's primary office is at Tower 1 adjacent to the Galleria Mall and I'm focused on building my part of the practice in Rockwall where Amy and I raise our three children.
Gerald Hendrik is a financial advisor and Certified Divorce Financial Analyst Professional (CDFA®) helping families manage their wealth. He also sits on the Board for the American Lung Association and is an Ambassador for the Rockwall Chamber of Commerce and Vice Chair for the YPR or Young Professionals of Rockwall. Gerald specializes in many different areas of the industry including Investment management, Divorce, retirement planning, estate planning, and overall comprehensive financial planning.
Gerald graduated from the University of North Texas and holds his industry licenses. He is a Texas native and spends his time outside of work raising his daughter, twin boys, and mini schnauzer Emmitt, with his beautiful wife Melanie.