PROFESSIONAL PROFILE

With more than three decades of financial services industry experience between them, Jan and Keith provide wealth management strategies for retirees, high net worth individuals and business owners. They strive to be an Essential Partner to their clients by delivering personalized advice and access to specialized investment services required by sophisticated investors. Both Jan and Keith are Chartered Retirement Planning Counselors (CRPC) with focuses on individual rollovers as well as retirement plan implementation for small and mid-size businesses.

Their greatest satisfaction comes from clients financial success and the long term relationships which develop as a result. They appreciate the opportunity to earn your business and would welcome a personal meeting to explore how they could be of service to you.

Janine P. Broyles
Vice President, Wealth Management Advisor, CRPC, CFM
Jan has been providing wealth management advice and services since 1986 upon completion of her MBA from the University of Tulsa. She also holds a Bachelors degree from Baylor University and has been with Merrill Lynch since 1988. Jan and her family live in First Colony, where she volunteers at Clements High School and is a member and volunteer in several organizations including Ft. Bend TriPsyclones Triathlon Club and St. Laurence Catholic Parish.

Keith M. Bernstein
Assistant Vice President, Senior Financial Advisor, CRPC, CFM, CSNA
Keith is a graduate of Auburn University with a degree in Engineering. He worked for ten years in the Engineering and Construction Industry before making the move to the financial services arena and Merrill Lynch where he has worked since 1999. He currently resides in Greatwood with his wife and two children.