Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Robert Shock

Registered Representative & Investment Advisor Representative with United Planners

(281) 796-3055

jrshock@unitedplanners.com

After completing his master’s degree at Harding University in 1979, Robert moved to The Woodlands, Texas, along with his wife Kaye and pursued a career in teaching and coaching at McCullough High School. In 1989, he left education and...

Chris Wright

Registered Representative & Investment Advisor Representative with United Planners

(281) 419-8906

ccwright@unitedplanners.com

Chris Christensen, CPA

Registered Representative & Investment Advisor Representative with United Planners

(979) 319-4021

chrischristensen@unitedplanners.com

405 East Mulberry Street; Angleton, Texas 77515

Jim Kalinowski

Registered Representative & Investment Advisor Representative with United Planners

jkalinowski@unitedplanners.com

website: www.balancingthebadge.com