About Us

Bill Anderlohr, CLTC                                          

Financial Services Professional

e-mail Bill

Bill Anderlohr is a natvie Texan, born and raised in Corpus Christi.  He atteneded the University of Texas at Austin with a degree in Finance.  

Bill is the founder of Financial Integrated Solutions, LLC which focuses on financial planning for small to medium sized businesses.  Financial Integrated Solutions, LLC prides itself on providing excellent services and strategies in the areas of employee retention, employee and owner retirement, employee benefits, and exit strategy planning.

Bill lives in Round Rock, Texas and is happily married with two sons.  Bill finds time to participate in charitable organizations benefiting children of Central Texas.  He also participates in several special committees within local Chambers of Commerce.  He is a member of the National Association of Insurance and Financial Advisors and has his CLTC designation.  

*Agent, New York Life Insurance Company, offering products and services in the state of Texas.

*Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency, offering products and services in the state of Texas.

 


Jessica Mosman                                           

Financial Services Professional

e-mail Jessica  

Jessica Mosman was born and raised in West Texas.  She atteneded Texas Tech at Angelo State University with a double major in Communications and Marketing.  She jumped into the financial profession in 2014 and has continuously been named one of the top advisors in central Texas.  She has gone through rigorous training that focuses on financial planning for small to medum sized businesses with certifications to include retirement planning for businesses, employee benefits, and exit strategy planning.  She is happily married with two daughters.  Her husband also ruan a fanchise in Cedar Park.  She loves meeting business owners and helpin them get to the next level.


*Agent, New York Life Insurance Company, offering products and services in the state of Texas.

*Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency, offering products and services in the state of Texas.

 


Jennifer Harter                                                  

Office Manager

e-mail Jennifer

Jen joined the FIS team in October of 2018. She's happily married with three awesome kids.  

Jen is an alumnus of the University of Texas at Austin with a Bachelor of Arts in English.

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December 18, 2018 @ 01:39 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.4%  
Nasdaq Composite ETF +0.4%  
S&P 500 ETF +0.2%  

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