PlanMember Expands Its Reach in Texas
PlanMember has proudly announced the opening of its latest independent financial center in Tyler, Texas, through a partnership with Gentry Wealth Management (GWM). This center aims to cater specifically to the financial guidance needs of educators and K-12 staff, a demographic that traditional financial services often overlook.
Addressing the Need for Financial Literacy
Clint Thurman, Agency Manager for GWM, emphasized the urgent need for enhanced financial education within school systems. "Educators typically lack access to personalized financial services and resources, which is crucial given their unique financial situations," he stated. Over the years, GWM has built a competent team focused on this mission, and their efforts have started yielding positive results. Currently, GWM assists over 1,000 clients, a number they anticipate will continue to grow as they adapt to the evolving needs of educators.
With the establishment of the new financial center, PlanMember is reinforcing its commitment to supporting individuals in the education sector. "Educators deserve comprehensive financial planning to secure their futures," Thurman added, highlighting the company’s focus on filling this critical gap in financial services.
Gentry Financial Group’s Legacy
Gentry Wealth Management is a part of Gentry Financial Group, an entity that has been dedicated to serving school districts and their employees for several decades. Founded by Donnie Gentry, a former educator and school superintendent, the group possesses a deep understanding of the financial challenges faced by educators. His experience in the education sector uniquely positions Gentry Financial Group to provide tailored financial planning and investment advice suited specifically for this audience.
Jon Ziehl, the President and CEO of PlanMember, expressed enthusiasm about the collaboration with Gentry Financial Group. He noted that their longstanding relationship and aligned visions will help facilitate the growth of both organizations. "We are thrilled to establish this new PlanMember Financial Center in Texas, which aligns perfectly with our overarching mission to enhance financial literacy and accessibility for educators," said Ziehl.
PlanMember’s Commitment to Growth
PlanMember itself is a well-established financial entity with over $20 billion in assets, specializing in retirement planning for public and private-sector employees. Since its foundation over three decades ago, the company has developed a vast network of independent Financial Centers across the United States, with more than 50 centers in 26 states as of now. The goal is to expand to 80 independent financial centers nationally, reinforcing their dedication to making financial planning more accessible.
The Tyler financial center represents a critical step in fulfilling PlanMember’s mission to support educators and the overall community. With dedicated financial education and planning tools, Gentry Wealth Management aims to empower school employees by equipping them with the knowledge they need to make informed financial decisions.
In conclusion, the opening of the new PlanMember Financial Center in Tyler, Texas signifies a significant move towards bridging the financial services gap for educators. By focusing on this underserved market, GWM and PlanMember aim to ensure that teachers and school staff receive the financial guidance they deserve. For more information about Gentry Wealth Management, you can visit their
website.