ABOUT US
Tim Estes,
American Airlines B767 Captain, Retired
Commander, USNR Retired
Former CFP® Practitioner
Tim Estes, the founder and CEO of Estes Financial Services Inc., is an accomplished figure in the financial services industry. With a background spanning over three decades, he has made significant contributions to retirement planning and financial management. Tim is also co-founder of Top Gun Advisor, a company committed to aiding individuals in effectively managing their 401k investments.
His prior qualifications encompass Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor (CRPC), Accredited Investment Fiduciary (AIF), and Chartered Federal Employee Benefits Consultant (ChFEBC) designations.
Tim is a noted lecturer and author. He has written an investment advice column for MD News, a regional magazine dedicated to physicians. His financial expertise has been sought out and quoted in Forbes magazine, the Fort Worth Star-Telegram and the Fort Worth Business Press. He’s also been a guest commentator on BizRadio. Tim lectures frequently on investor education topics for his clients, as well as civic organizations and local business owners. Specialty topics include retirement, retirement plans, Social Security, TSP’s, 401-K, IRA, Roth IRA, Simple-IRA, Executive Deferred, and Compensation Plans.
After attending Texas A&M University on a Navy ROTC scholarship, he graduated and was commissioned into the Navy where he began training as a Naval Aviator. Tim served his country proudly with over 20 years of Naval service. He retired as a Commander in 1999. Tim was a pilot for American Airlines for 29 years retiring as a Boeing 767 Captain. He is a life-long member of the Episcopal Church. Tim lives in the Dallas/Fort Worth area with his wife Julie and their Chesapeake Bay Retriever, Bella.
FINANCIAL FLIGHT PLAN: TOPGUN TACTICS FOR SUCCESSFUL INVESTING
Brie Reyes CFP®, ChFEBC, CDFA
Brie Reyes is a well-known CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Federal Employee Benefits ConsultantSM. With a dedicated focus on empowering federal employees, airline personnel, and individuals at Lockheed Martin, Brie is committed to providing tailored financial guidance and support to help them secure their financial futures.
With a focus on sophisticated financial planning, investment management, and retirement plan consulting, Brie guides her clients towards their financial goals with precision and expertise. Her scope of work extends to collaborating with companies and their leadership teams on crucial matters such as private equity access, employee retention strategies, succession planning, and personal wealth management. Brie’s remarkable track record includes facilitating the successful public listing of not one, but TWO companies.
Driven by a commitment to excellence, Brie aims to provide her clients with cutting-edge financial strategies tailored to their unique needs. Whether navigating complex investment landscapes or charting the course for future financial security, Brie is dedicated to helping her clients achieve financial freedom and peace of mind.
Brie’s depth of financial knowledge and experience has earned her recognition in prestigious publications such as the Fort Worth Business Press, where she has shared innovative wealth enhancement strategies as a contributing writer. Additionally, she has been featured in the P.E.O. Record and was honored as one of the Forty Under Forty by the Fort Worth Business Press in 2007.
An active member of her community, Brie is involved in various leadership roles, including Leadership Fort Worth and the Junior Women’s Club of Fort Worth. She has also lent her expertise to organizations such as the Fort Worth Hispanic Chamber of Commerce and the YWCA of Fort Worth.
When she’s not immersed in the world of finance, Brie enjoys pursuing her passions for award-winning needlework, travel, and spending quality time with her husband, Joaquin, their son, Nathaniel, and their beloved dog, Dolly.
