Jesse Dietz Retirement Planners Of Texas


Director Of Family Services

About Us – Retirement Planners of Texas

Tiffany joined the PATH Families team in 2019. She has a decade of experience serving in the nonprofit sector working with and advocating for marginalized populations, including families experiencing homelessness, foster youth, homeless teens, youth involved in the juvenile justice system and those identifying as LGBTQ+. Prior to joining PATH, Tiffany served as the Program Director for both Larkin Street Youth Services in San Francisco and the Coalition for Engaged Education in Los Angeles, California.

A native of North Carolina, Tiffany served as a print news journalist and copy editor before moving overseas to South Korea where she developed curriculum and taught elementary school, while traveling to various countries throughout Asia drafting freelance education articles. With a passion for youth advocacy and commitment to social responsibility, Tiffany has also facilitated a variety of staff, student and leadership trainings in restorative justice, trauma-informed care, de-escalation and crisis management.

Tiffany earned a bachelors degree in communication with an emphasis in public relations and journalism from East Carolina University, and she obtained her masters degree from the University of Southern Californias Rossier School of Education.

Frequently Asked Questions :

  • Where is Retirement Planners of Texas?

    Retirement Planners of Texas is located at: 12600 N Featherwood Dr, Ste 120, Houston, Texas 77034.

  • What is the phone number of Retirement Planners of Texas?

    You can try to dialing this number: 915-2700 – or find more information on their website:

  • What is the opening hours of Retirement Planners of Texas?

    Monday: 09:00 – 17:00

  • Where are the coordinates of the Retirement Planners of Texas?

    Latitude: 29.6190289874

Finding A Financial Advisor Through Wealthminder

Historically finding and hiring a financial advisor was hard.Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system.All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network ofprescreened financial advisors.If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.


You May Like: Is Pera A Good Retirement Plan

Housing Director Northern California Path Ventures

Matt Huerta joined PATH Ventures in October 2019 and is currently the Housing Director for Northern California. Matt has over 20 years of experience in affordable housing and community development. He has managed large portfolios of real estate development, led public-private initiatives and provided leadership coaching to young non-profit professionals primarily in the San Francisco Bay Area. At PATH Ventures, he oversees all aspects of the development process for our Northern California pipeline of projects including acquisition, pre-development, construction, and financing. He holds a bachelors degree in community and regional development from the University of California, Davis and is the owner and principal of Matt Huerta Consulting, LLC where he continues to support other non-profit and civic leaders with high impact community initiatives.

Director Of Community Affairs


Emily joined PATH in May 2020 and currently serves as the Director of Community Affairs for PATH San Jose. In this role, Emily is responsible for overseeing community partnerships and advocacy activities under the direction of the PATH San Jose Regional Director. She works to build relationships with constituents throughout the Silicon Valley region, helping to connect the community to PATH programs and clients.

Emily holds a Master of Public Policy and Bachelor of Arts in Foreign Affairs from the University of Virginia and worked as a policy analyst in Washington, D.C. for over five years. In her free time, Emily enjoys being outdoors, traveling internationally, and spending time with her husband Nate.

Don’t Miss: Best Places To Retire Tax Wise

Director Of Accounts Payable

Elizabeth Suarez manages all of PATHs disbursements for PATH. Elizabeth has been with PATH since April 2017.

Elizabeth has over 11 years of experience in finance and business analysis in both for-profit and non-profit settings. Additionally, she has 15 years of research, project management, and data analysis experience in academia.

Elizabeth earned her Bachelor of Arts in Economics from Loyola University of Chicago and her Master of Business Administration in Finance from the Graduate School of Business, University of Chicago. She earned her Bachelor of Science in Chemistry from the University of Illinois at Chicago and a PhD in Chemistry from Northwestern University.

Senior Director Metro Los Angeles

Steve joined PATHs Veteran Services Department in 2013, and in 2015 co-lead PATHs Intensive Case Management Team. Now, as Senior Director of Metro Los Angeles, Steve oversees PATHs outreach, interim housing, and supportive service programs in metropolitan Los Angeles.

Steve has long been an advocate for change and the application of theory into effective practice.Whether working with community and faith-based groups through transformational processes or working to assist people experiencing homelessness struggling with mental illness, his work has focused on helping people thrive. Steve is a Licensed Clinical Social Worker, who received his MSW from CSU-Dominguez Hills, his BA in Economics from Montclair State University, and Master of Divinity from the Lutheran Theological Seminary at Gettysburg. If youre looking for him when hes not at work, you might find him jogging somewhere in Hollywood or working in his garden.

Read Also: Emerald Park Retirement Home Hollywood Fl

Lets Keep Your Money Safe

You will hear this phrase more than once. Thats because my entire approach to protecting your retirement dollars is to safeguard your money in order to create a lifetime income. Are you afraid of outliving your resources? Or, are you unsure how to create a lasting, more stable incoming during your retirement years? If so, I can show you ways to reach your financial goals.

Frequently Asked Questions Regarding Jesse Dietz

When to Start Saving for Retirement

What company does Jesse Dietz work for?

What is Jesse Dietzs role in Retirement Planners?

What is Jesse Dietzs email address?

What is Jesse Dietzs business email address?

What is Jesse Dietzs HQ phone number?

What is Jesse Dietzs latest job experience?

Which industry does Jesse Dietz work in?

Who are Jesse Dietzs peers at other companies?

Who are Jesse Dietzs colleagues?

Recommended Reading: Indiana State Retired Teachers Association

Housing Director Southern California Path Ventures

AJ Azara joined PATH Ventures in January 2019 and is currently the Housing Director for Southern California. Prior to joining PATH Ventures, AJ held various development management roles at market-rate hotel and multifamily development companies. At PATH Ventures, he oversees all aspects of the development process for our Southern California pipeline of projects including acquisition, pre-development, construction, and financing. He holds a bachelors degree in economics from the University of California, Irvine and is also a licensed real estate broker and general contractor in the State of California.

Chief Compliance And Administration Officer

La Keishia Childers joined PATH in March 2013 and currently serves as the Chief Compliance and Administration Officer, overseeing PATHs Corporate & Program Compliance, Quality Assurance, and Administrative operations. La Keishia manages a culture of continuous quality improvement and efficacy, emphasizing strategic initiatives that strengthen overall administrative functions, compliance, risk management, and operational improvements.

La Keishias professional background includes senior leadership roles in nonprofit operations and administration, corporate and program compliance, program development and evaluation, community engagement and strategic initiatives, and direct practice with vulnerable populations. La Keishias overall objective in her career has been to have an effective impact while maintaining a passion for nonprofit administration and the mission of service to individuals and communities.

La Keishia holds a Bachelor of Arts degree in Philosophy, with a Minor in Behavioral Science, from California Baptist University and a Master of Social Work degree with a macro concentration in Community Organizations, Planning, and Administration from the University of Southern California.

You May Like: T Rowe Price Retirement Balanced Fund Class R

Senior Director Of Accounting

Catalina Catacutan joined PATH in December, 2007 as the Senior Accountant. Her duties include supervising the accounting associates and working closely with Compliance to manage contracts. Before joining PATH, Catalina worked at KPMG-Philippines, where she gained extensive audit experience and at Elias Aziz-Lavi, CPA in Beverly Hills as an accountant. Catalina earned her Bachelor of Science degree in Business Administration, with a concentration in Accounting and Economics at the University of the East, Philippines. She spends her free time volunteering with the elderly and infirm in her community and watching movies with her son.

Jesse L Dietz At Retirement Planners Of Texas

Our Team  Retirement Planners of Texas, LLC

Jesse Dietz is an Investment Advisor Representative working at Retirement Planners Of Texas in Houston, TX and has over 21 years of experience in the finance industry. Jesse Dietz has taken additional exams to become a Certified Financial Planner .CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board’s Fitness Standards

Don’t Miss: What Is The Retirement Age In Ohio

Acting Executive Director Path Ventures

Lois serves as the Acting Executive Director of PATH Ventures, which builds and operates high-quality, affordable rental homes. Previously, Lois was a housing development consultant for for-profit housing development entities, non-profit housing and service agencies, and local governments.

Lois spent the previous 15 years at the Community Development Commission of the County of Los Angeles overseeing the Housing Development and Preservation Department. A native of Los Angeles, Lois completed her undergraduate work at Cal. State Northridge and graduate work at Pepperdine.

It All Starts With You

  • Contact Us
  • Jesse Bond is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of WA, AK, AZ, CA , CO, CT, ID, MA, ME, MI, MO, MT, NY, OR, and TX. No insurance business may be conducted outside these states referenced. Jesse Bond is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency and a New York Life company. In this regard, this communication is strictly intended for individuals residing in the states of WA, AK, AZ, CA, CO, CT, ID, MA, ME, MI, MO, MT, NY, OR and TX. No offers may be made or accepted from any resident outside the specific states referenced. Jesse Bond is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of WA, AK, AZ, CA, CO, CT, ID, MA, ME, MI, MO, MT, NY, OR, OH and TX. As such, these services are strictly intended for individuals residing in WA, AK, AZ, CA, CO, CT, ID, MA, ME, MI, MO, MT, NY, OR, OH, and TX.

    Bond Financial, PLLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

    Jesse Bond is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

    Don’t Miss: Retirement Communities In New Port Richey Florida

    Simple Ways To Increase Your Net Worth

    “Net worth” is the scoreboard of your overall financial well-being. Simply defined, net worth is the difference between your assets minus all liabilities . Your net worth helps you highlight critical areas in your financial life and can help you make smart financial decisions.

    If you have already calculated your net worth and found that its lower than you expected, or that you want to increase it here are a few simple ways to help.

    Store Your Money Where It Can Grow

    Do We Need to Diversify Our Money?

    Avoid storing too much of your money in savings accounts where the return is low. Keep the money in interest-bearing accounts or invest it in stocks where it can work for you. On average, you can get a 7% annual growth from the S& P 500 index.1 This is one of the simplest ways to increase your net worth through long-term investing.

    Don’t Miss: Universal Life Insurance As A Retirement Plan

    Senior Director Of Finance Path Ventures

    Lilian joined the PATH Ventures team in November 2020. Lilian is responsible for providing financial leadership in real estate development and managing all financial activities of the organization. She has more than 20 years of progressive experience in financial accounting, financial management, and real estate for non-profit organizations. She holds an Master of Business Administration in Accounting from the University of Rafael Landivar, Guatemala and a Bachelor of Science in Accounting. Working in the non-profit sector is the fuel of her passion and brings meaning to her career.

    Find New Sources Of Income

    Obtaining additional income from several sources can go a long way in helping you increase your net worth. It will not only help you pay off your debts sooner but also take away your need to borrow. You can obtain additional income from a second job, doing some freelance work, selling items online, or starting a part-time business. There are endless opportunities out there all you need to do is find the one that works for you.

    Recommended Reading: Jp Morgan Chase Retirement Plan Administration

    Regional Director San Jose

    As the Statewide Senior Director of Community Affairs, Megan currently oversees PATHs external partnerships and statewide community engagement initiatives. In this role, she is dedicated to bringing the public and private sector together to create collective impact strategies designed to innovate bold and effective solutions to homelessness.

    Prior to this role, Megan served as the Regional Director of the Silicon Valley, where she helped launch PATHs activities in the Bay Area. There she managed the growth and expansion of PATHs regional budget, programs, and supportive housing development portfolio, helping to bring 6 developments and over 475 units into the pipeline in under 6 years.

    Megans brings over 10 years of experience working in the homeless services sector. She entered the field as a case manager providing direct services in a homeless drop-in center, before moving to South Central Los Angeles to assist unhoused families and veterans in obtaining permanent housing through Housing First, HPRP and SSVF Programs. She has since managed the implementation and development of programs ranging from Street Outreach, Rapid Rehousing, Medi-cal Intensive Case Management, Interim Housing and Permanent Supportive Housing. She holds her undergraduate degree from UC Berkeley.

    Deputy Chief Executive Officer And Executive Director

    Service Area

    A 15-year advocate in homelessness, Veterans, and mental health services, Jennifer leads PATHs strategic direction, business management, and person-centered efforts across California. She guides the organizations statewide initiatives, working alongside 900 staff with a shared commitment to establish permanent solutions to homelessness that are faster and more affordable. Working with PATHs chief executive officer, Jennifer also helps manage the organizations assets, direct mergers and acquisitions, analyze risk for new projects and programs, and coordinate legal issues. Under Jennifers mission-driven leadership, PATHs programs statewide have increased by more than 20 percent each year, increased operations from $15M to $140M, and expanded its reach from 4,000 Californians across 90 cities to 26,000 across 150. She also works with PATHs real estate affiliate, PATH Ventures, with its housing portfolios rapid expansion to 2,150 units completed or in the pipeline.

    Also Check: Where To Invest Money In Retirement

    Highland Park Obituary Index

    Highland Park Obituary Request Form

    The Highland Park Obituary Index has been compiled by the staff of the Highland Park Public Library from microfilm of the following newspapers: Highland Park Herald, Highland Park Mail Advertiser, Highland Park News, Highland Park Newsletter, Highland Park Press, Sheridan Road Newsletter, and North Shore Newsletter.

    This index covers the years 1874-2009. To search for an obituary, click on the first letter of the person’s last name.

    Obituaries will be sent via email, FAX, or U.S. Postal Service.

    There is no charge for an obituary request but please limit your request to six per month.

    For additional help with local genealogy questions, contact the Lake County Genealogical Society, c/o Vernon Hills Village Hall, 290 Evergreen Dr., Vernon Hills, IL. 60061 . The Society can put you in touch with local genealogical researchers. Genealogists can also be located by state at the Board of Certification of Genealogists website.

    Obituaries from July 31, 2008 are missing from the index. They will be added at a later date.

    Abbreviations used:

    If not otherwise noted, obituaries can be found in the Highland Park News

    Please see the Obituary Request Form to inquire about obtaining scanned newspaper copies.

    Senior Director Of Public Policy

    As the Senior Director of Public Policy at PATH, Zach Schlagel leads government and community affairs across the State for this homeless service provider that serves over 10% of Californias homeless individuals. Mr. Schlagel is actively working with Federal, State and Local elected officials to collectively address and end the homelessness epidemic.

    Prior to his arrival at PATH, Mr. Schlagel ran an award-winning government affairs program at UC San Diego Health. While there, he led the public outreach campaign that successfully built support for the $2B Hillcrest Health Campus Long Range Development Plan. He was also instrumental in the passage of a partnership with the County of San Diego around behavioral health.

    Recommended Reading: Best Way To Invest 401k After Retirement

    Deputy Executive Director Path Ventures

    With a background in architecture and a passion for social justice, Mr. Espinoza has extensive experience in providing affordable housing throughout the Southwest. In his 23-year career he has developed over 2200 units of affordable housing in CA, AZ, and NM.

    Ernestos vast knowledge in affordable housing finance, entitlements, design, project feasibility and community integration has made him successful at identifying development opportunities. He is currently the Deputy Executive Director at PATH Ventures located in East Hollywood. His role is to lead PATH Ventures statewide development program to provide quality permanent supportive housing.

    His role also includes looking for future development opportunities, development partners, and joint-venture opportunities as well as remain up to date on affordable housing finance policy, regulations, and funding. Ernesto also advocates for public policy as it relates to affordable housing development and new federal, state, and local funding streams.

    Senior Director Of Supportive Housing Services

    Edward Jones Investments – Christian Pliego Ribbon Cutting

    Nikki joined PATHs supportive housing services team in 2019. Nikki oversees scattered sites and project based permanent supportive housing services in Los Angeles. She has been in social services for over 15 years. She has worked with homeless youth in crisis on the west and east coast, intensive case management services, started drop in sites for transitional age youth, and worked on integrating individuals with intellectual disabilities into homes in the communities after being institutionalized.

    Nikki has a MSW from Simmons University, a MPA from Cal State East Bay, and a BA in Psychology from Stockton University. Nikki is passionate about working for and with vulnerable populations in assisting them with living their best lives. When Nikki is not working she loves spending time with her family.

    You May Like: Health Care Costs In Retirement

    Share post:


    More like this