VAL-Trust offers a ”Fundamental Approach to Wealth Management” utilizing the resources of independent estate planning attorneys, CPA’s, insurance carriers and third party asset managers that work directly with our clients. Through a strategic alliance with the above disciplines, our programs are designed around investing conservatively, reducing exposure to risks, achieving individual financial goals and transferring more wealth to your family.
Dr. Carl Howe is an investment advisor representative and the Founder of the VAL-Trust Financial Group, LLC. He and his team are focused on helping families in North Texas build and preserve their wealth. Our advisory philosophy is based on mutual trust, respect, commitment and dedication with advisors who work for Main Street not Wall Street. Our balanced approach starts by developing a personalized financial roadmap to help our clients navigate retirement based on their specific goals and objectives.
Since 1999, Dr. Howe has personally worked with hundreds of agents and advisors in developing individual wealth building and retirement income planning programs for over 80,000 clients. In addition, he was a former co-host and financial planning contributor for “Real Talk Texas” a show that aired in the Dallas-Ft Worth area on an ABC News station affiliate.
Nancy Howe, a Health and Life Agent Licensed with the Texas Department of Insurance assists retirees in Health Insurance and Long-term care planning. In the past she has worked with private attorney offices that specialized in creditor and bankruptcy protection. In addition, she was employed for several years with the Federal Bankruptcy Courts.
Nancy brings her experience into working with clients to protect their estate from creditor risks and uncovered health care costs. She also oversees the daily operation of VAL-Trust and works with servicing client needs.
Dean is the co-founder and CEO of Brookstone Capital Management LLC (BCM), ranked as one of the Top 50 Fastest-Growing RIAs in the country by Financial Advisor magazine in 2013. He received his Bachelor of Arts Degree in Economics from Northwestern University, where he completed the Business Institutions Program, the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law and a Master’s degree in Taxation from Chicago-Kent College of Law and is a Certified Financial Planner (CFP®).
Mark DiOrio joined Brookstone as Chief Investment Officer in 2015 and is now the Chief Investment Officer. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.
We offer our prospective clients a complimentary, no obligation Risk Assessment, where we provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.
CLICK HERE to schedule COMPLIMENTARY CONSULTATION.