Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
Latest NewsAfter graduating from California State University, she took her love of education and finance to work as a financial planner. Susan has now been in the financial industry for over 10 years. She is passionate about educating clients and helping them achieve their financial goals, whatever their phase of life. Susan will be speaking to her experience with VidCast Media's software solutions in a live panel-style discussion.
Hillary has five years of experience as a financial advisor prior to starting her own firm with business partner, Kelly Rigas, called KRWMG in 2012. Her prior experience at two major brokerage firms equipped her with a unique view of investing that is focused on asset preservation. Our team at KRWMG advises clients on ways to build and protect assets in ways that are reliable, straight forward and effective.\nHillarys experience prior to KR Wealth Management Group began at Citigroup Smith Barney in 2008 working alongside Kelly Rigas. Beginning her career amidst the subprime debt crisis and the greater financial market collapse, Hillary advises clients on how to protect and preserve their financial assets. After witnessing such dramatic market fluctuation, Hillarys investment approach focuses on preservation of wealth and evaluating client portfolios to ensure their investment objectives match up with their investment allocation.\nShe is licensed in Securities 7 and 66 as well as Life Insurance and Annuities. Hillary was featured on Real Talk Texas KLIF 570 AM Radio and her team is often mentioned in various publications from Texas Monthly to D Magazine Best Wealth Managers. She aims to simplify a clients financial situation and bears in mind the goal of exceeding client expectations in every aspect of their financial lives. Her team provides the most personal service available and earned a reputation for excellence in our industry. KRWMG strives to maintain and preserve our clients wealth, creating financial stability and security for each of our clients. Our team is rooted in a commitment to building long-term client relationships and exceeding the financial goals of our clients.\nHillary is an SMU alumnus and lives in Uptown Dallas. When away from the office, Hillary enjoys tennis, travel and spending time with friends and family.
Charles Paikert is a senior editor at Financial Planning. Follow him on Twitter at @paikert.
Sandy Johnson is a disability and productivity consultant with the Workplace Possibilities program at Standard Insurance Company. By meeting with employers and understanding their work culture and needs, she matches on-site consultants with employers and oversees services that help injured and ill employees stay at work or return to work as soon as possible.
