Financial Professional Summer A. Roberts of Roberts Wealth Management was honored during an exclusive “Financial Professional Training Conference and Awards Ceremony,” in Laguna Niguel, Calif., by 3- Mentors, Inc. in January.
She was presented with a “2014 President’s Award” by 3-Mentors’ founding members Gary Reed, David Gaylor and Rodney Harris and was also recognized as the “Breakthrough Individual of the Year.”
“The President’s Award is given to a select few Financial Professionals as recognition for demonstrated excellence within their practice and outstanding client dedication,” Gaylor said.
“3-Mentors recognizes the drive and determination it takes to bring a financial practice to the next level. For that reason, we grant the “Breakthrough Award” to individual producers that reach this important step in their career. Summer was one of three individuals nationwide to receive this prestigious award.”
“We chose Summer,” Reed said, for this important distinction as someone that consistently performs at a very high level within her industry and is held in the highest regard by both peers and clients alike.
Harris added, “Summer exemplifies a client-centric philosophy by never failing to put her clients’needs at the forefront of everything she does. She truly embraces her responsibility to assist her clients’ in the protection, growth, and distribution of their wealth, with the most balanced approach possible.”
“Today’s retirees, and those approaching retirement require more than just a financial professional. They need someone to help them navigate their retirement planning, not only as a trusted guide through the various challenges, but also to help identify the myriad of opportunities that exist. We are proud to be one of those firms and to provide these services for the people of Houston,” says Summer.
For more information about Summer and her firm’s services, you can reach Roberts Wealth Management at 281-549-6515 or visit their website at www.RobertsWealthTexas.com
Dana Tobeck earns SFA Honoree Award
The Space Flight Awareness program recently recognized Barrios Technology‘s MAPI employee Dana Tobeck with the prestigious SFA Honoree Award for her dedication and commitment to the ISS Program.
Tobeck, a principal project controls specialist, was recognized for her leadership in establishing work plan and management systems. Tobeck developed a measurement system along with training for MAPI management that ensures quality Annual Work Plans (AWPs) and provided management insight into work variances.
Tobeck has worked in the space industry for over 15 years on various NASA programs. She earned a Bachelor of Science degree from the University of Houston, as well as a graduate degree from Texas A&M University.
The SFA Honoree Award is one of the highest presented to NASA and industry.
ExxonMobil to be honored
The Greater Houston Port Bureau will recognize ExxonMobil’s exemplary contributions to the Port of Houston and the surrounding region at the Port Bureau’s 86th Annual Maritime Dinner Aug. 22 at the Bayou City Event Center.
“The Port Bureau Board of Directors selects a person or company that has made a lasting impact on the port region to honor at our dinner,” said U.S. Coast Guard Capt. (Ret.) Bill Diehl, bureau president.
“ExxonMobil contributed significantly to the port region in 2013 and 2014 through community events, educational programs and industry expansion, adding to its long history of driving economic activity along Houston’s waterfront and supporting the surrounding community. We are privileged to recognize their contributions.”