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GreenTree Financial Solutions

GreenTree Financial Solutions

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GreenTree Financial Solutions, Round Rock

Introduction

GreenTree Financial Solutions is a full-service financial company. We help our clients achieve their financial goals using our expertise in insurance, investment advice, and retirement planning. Our professional staff has the highest levels of education, professional certifications and experience in the industry.

Our mission is to provide you with solutions based on your needs. We believe that our actions should be client-driven instead of product driven. We want to help you achieve financial success. We have designed our fact finding process to uncover client needs and offer solutions.

Contact Info

Address:
3000 Joe DiMaggio Blvd. #29A
Round Rock
TN 78665
United States
Tel:
512-217-8207
Fax:
512-852-4414
Website:
http://www.GTFin.com

Offering

  • life insurance
  • annuities
  • financial planning
  • financial services
  • health insurance
  • long term care
  • disability insurance

Hours of operation

From To From To From To
MondayOpen10AM5PM
TuesdayOpen10AM5PM
WednesdayOpen10AM5PM
ThursdayOpen10AM5PM
FridayOpen10AM5PM
SaturdayClosed
SundayClosed

Meet Our Team (2)

Ken Baumbach, MBA, RFC®, CFS®
Financial Advisor
Ken's strength as a Agency Owner and Life & Annuity Specialist comes from having over 16 years experience in the insurance and financial services industry. With his experience and training, He's able to help his clients define and achieve their insurance goals.

Ken is a graduate of the American Sentinel University with a Master of Business Administration and a Bachelor of Science degree, Summa Cum Laude. Ken began his career in 1990 with Farmers Insurance Group, became a financial professional for the MONY Group and then, in 2004, joined the Allstate team here in Central Texas. In 2010, Ken and his wife, Kristi, opened the Round Rock office of Texas Insurance Agency.

As President of the Around the 'Rock Business Networking Group, Ken is active in the local business community. As the current President of his HOA and past Chairman of the Board of Directors for Faith in Action Pflugerville Caregivers, a charity organization helping local seniors, he is active in doing good things for the community. Ken resides in Round Rock, TX, with his wife, Kristi, and their children Kathryn, Emily, and Megan. In his rare spare time, Ken likes to play tennis, write novels and tinker with computers.

In addition to being the co-owner of Texas Insurance Agency, Ken's wife, Kristi, runs a successful vacation rental property company, Texas Vacation Lodging.

Ken and Kristi enjoy spending time with their three beautiful daughters Kathryn, Emily, and Megan. On weekends, they are busy watching the girls participate in volleyball, basketball, and track. In addition, they work with the Girl Scouts as parent volunteers.
Paul Greenleaf MBA, CFP®, CRPC®
Financial Advisor
Paul's early career was spent in the Technical Services industry working at companies such as Dell Inc., U.S. Design Corp. and Canberra Industries. Helping family, friends and colleagues with financial questions became such a passion that it eventually brought Paul into personal financial planning.

Paul has a track record of delivering outstanding service to customers. He has received numerous awards (both individually and as part of a group) for excellence in Customer Service. This expertise enables him to guarantee customers the very best Customer Service experience.

Paul graduated from the University of Texas Personal Financial Planning Program. Paul is a Certified Financial Planning practitioner, having earned the CFP® designation. He is also a Chartered Retirement Planning Counselor, CRPC®. Paul holds the NASD Series 65 Investment Advisor license.

He holds an MBA from St. Edward's University Austin, Texas and a Bachelor's degree with an emphasis in Business, also from St. Edward's.

Paul enjoys swimming, hiking with wife Elizabeth and their dogs, and enjoys keeping abreast of current affairs.

CATEGORIES IN ROUND ROCK

Round Rock Financial Services  ·  Round Rock Real Estate Services  ·  Round Rock Lawyers  ·  Round Rock Repair & Restoration Services  ·  Round Rock Restaurants  ·  Round Rock Takeaways  ·  Round Rock Hospitals  ·  Round Rock Locksmiths  ·  Round Rock Computers & Electronics  ·  Round Rock Property Repair & Maintenance  ·  Round Rock Consulting Services  ·  Round Rock Engineering Services  ·  Round Rock Business Development & Sales Management  ·  Round Rock Advertising, Marketing & PR  ·  Round Rock CDs, DVDs & Video Games  ·  Round Rock Auto Dealerships  ·  Round Rock Business Networking Services  ·  Round Rock Health & Safety Services  ·  Round Rock Chiropractors  ·  Round Rock Bars & Pubs  ·  Round Rock Plumbing & Heating Services

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SEARCH TAGS

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