Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Owner, Investment Advisor Representative, Retire West Texas
Joe Allbright has been providing his clients holistic guidance and valuable financial solutions since 1975. He offers an extensive menu of services to meet the needs of clients in various stages of life, especially relating to retirement accumulation and retirement income planning strategies. If your goal is to retire in comfort and safety, then let’s work together to ensure you don’t run out of money before you run out of time!
Joe played football at Baylor University – majoring in Marketing and Finance. He is a current member of the Midland/Odessa Business and Estate Council, member and past president of the West Texas Association of Insurance and Financial Advisors, past president Odessa Toastmasters Club, and is active in the Odessa Chuck Wagon Gang. Joe and his wife Vicki live in Odessa Texas, have three grown children and a couple of whacky pugs!
Business Insurance Specialist, Retire West Texas
Machele Keesee serves as our customer service professional for our financial services and commercial insurance clients. Machele has been in the insurance industry since 1991 and has over 29 years’ experience. During that time, she worked for two major Independent Insurance Agencies before joining Joe Allbright in 1998 as the Commercial Insurance specialist and continues to be part of our organization. She has earned her CISR (Certified Insurance Service Rep) designation and was a member of Odessa Insurance Women of Texas where she served on the board in several capacities. Machele also joined the Federation of Insurance women of Texas and served as the Region III Director from 2004 through 2008. Machele and her husband reside in Andrews TX, love spending time with their 4 grown children and their families, and has suffered greatly with BWS (Bunco Withdrawal Syndrome) during the Covid-19 lockdown!
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.