Welcome to DTP: Houston, TX
Please join us in person or on Zoom
1512 Center St., Ste. 320
Houston, Texas 77007
Welcome to the Divorce Transition Professionals (DTP).
DTP was founded in 2017. Our primary Mission Statement that still holds true today is:
Making Divorce Just a Little Bit Easier™
We believe that this can be accomplished by bringing together amazing
professionals all of whom have expertise in the divorce landscape and all of
whom understand what it means to collaborate.
At each chapter meeting we bring you a top-notch speaker or program,
providing on-going education, and an opportunity to network and
collaborate with some of the best divorce professionals in your community.
Our meetings are typically an hour. We respect that you are a busy
professional and are sure to provide a compelling, productive meeting, the
ultimate results of which will meet our goal of supporting folks as they go
through divorce and in growing your business, concurrently.
This event is completely free to all FIRST-TIME attendees. It is an
opportunity to learn more about the Divorce Transition Professionals. If
you are a professional with divorce expertise, please check us out.
There is nothing like DTP!
This Month's Program
Jan Holman, Thornburg Director of Advisor Education.
Reimagining Lives: Advising Women in Transition.
Normally she does this for financial advisors because there is such a shift in the control of money now and more coming in the future, but I thought it would be a great presentation idea for our group since we help clients (women) during a very traumatic transition. Don’t forget to register for the meeting next week and let me know if you will in person or virtual.
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Director of Advisor Education
Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan has spent more than four decades in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate executive.
DTP Houston, TX: Chapter Leader
Mandy Haskell, CFP®, CDFA®
Partner, Wealth Partners Alliance
Wealth Advisor, RJFS
Phone: (346) 600-9339
eMail: mhaskell@wealthpartnersalliance.com
Mandy is a Partner with Wealth Partners Alliance, launching the Houston office with Partner and RJFS Wealth Advisor, Brandon Glasscock. With over 15 years of experience in the financial services industry that spans banking, insurance, and asset management sectors, Mandy joined from Wells Fargo. Earning a Bachelor of Arts degree in Personal Financial Planning from Texas Tech University, Mandy began her career as a Junior Financial Advisor with Commonwealth in San Antonio. After Commonwealth, Mandy joined a major insurance company to learn more about Life Insurance, Annuities and Long-Term Care, and quickly earned the role of Team Leader with Invesco. Her experience led her to be recruited by a small mutual fund company as the Regional Director for all of Texas and Louisiana specializing in energy investments. Mandy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and also earned the Certified Divorce Financial Analyst (CDFA®) certification.
Mandy’s integrity and tenacity fuel her desire to assist clients in addressing their financial needs. Utilizing a team approach, she is dedicated to providing personalized financial advice for individuals and families. Working with a diverse clientele, Mandy enjoys understanding each client’s unique needs and providing sound investment guidance. Focused financial strategies require planning, discipline, and common sense, which she uses as a foundation in the planning process for her clients.
Away from the office, Mandy stays active and regularly attends boot camps, spin classes, and Pilates. As a foodie, she also relishes in sampling all of the unique cuisine available in Houston and recently began exploring the city’s arts. In her free time, Mandy enjoys spending time with friends and family, as well as traveling to fun, exotic places when possible. Mandy is also a member of the Houston Alzheimer’s Association.
DTP President & Founder
Neil Palache
The Wealth Creator Company For Women
Phone: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com
Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.