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Jennifer J

Series 66

College Station, TX

Sanctuary Advisors, LLC

Jennifer Juergens is a Series 66 licensed financial advisor at Sanctuary Advisors, LLC with three years of industry experience. Her prior work includes legal positions at Locke Lord LLP, Hughes, Watters & Askanase, LLP, and Monshaugen & Van Huff P.C. She also works as an independent contractor providing pet sitting services. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors. The firm supports a range of investment strategies and acts as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Victoria G

Series 66

College Station, TX

Sanctuary Advisors, LLC

Victoria Greene is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Bank of America and Merrill. She serves as an advisory board member for Texas A&M University's Master's in Finance program and is president of the Houston Culver Club alumni chapter. Greene is also a founding partner and CIO of 6 Degrees Wealth, a partnership that acquires new practices and supports retiring advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and employs various analytical approaches, acting as a fiduciary under written agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Brandi C

Series 66

College Station, TX

Sanctuary Advisors, LLC

Brandi Cooper is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Morgan Stanley Private Bank and Caldwell Companies. Outside of her advisory role, she and her husband manage a single family rental property. Sanctuary Advisors, LLC serves a diverse clientele including individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through over 400 independent advisers. The firm supports multiple investment approaches and account management styles, with distinctive features such as a broad affiliate network and the ability to negotiate performance-based fees for qualified institutional clients.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Tanner V

CFP®, Series 66

College Station, TX

Sanctuary Advisors, LLC

Tanner Vroman is a CFP® and Series 66 licensed advisor with six years of industry experience. He has worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2020. Prior to his financial services career, he spent several years at Miramont Country Club. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad network of over 400 independent investment adviser representatives who employ a variety of investment strategies and analytical approaches, offering both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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George G

Series 63

College Station, TX

Sanctuary Advisors, LLC

George Georgiades is a financial advisor with Sanctuary Advisors, LLC, holding a Series 63 designation and over 39 years of industry experience. His career includes long tenures at Merrill and Bank of America, N.A. He serves on the board of Houston Livestock & Rodeo overseeing charitable activities and leads law enforcement support efforts with the 100 Club. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent investment adviser representatives through a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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