Oliver “Kam” Kneisley, CLU, ChFC

Oliver “Kam” Kneisley, CLU, ChFC

President of Breakaway Retirement, Inc.**

Visit my web site!

Phone: (832) 220 - 3250
Fax: (832) 565 -1989
Mobile Phone: (936) 442 - 0594
E-mail:
 

Affiliated Office in Conroe, TX.

**Independent and unaffiliated with HTK

 

Core Competency:

  • Retirement Analysis Strategies
  • Business Needs and Strategies
  • Estate Conservation Strategies
  • Philanthropic Gifting Strategies
  • Executive Benefit Strategies
  • Retirement Plan and 401k Strategies

Qualifications:

  • Founded Breakaway Retirement, Inc. 2006
  • Founded Montgomery County Financial Group, Inc. 1997
  • B.B.A. Business with Honors, The University of Texas
  • Chartered Financial Consultant (ChFC) in 1990
  • CLU designation in 1984
  • Registered Representative, Hornor, Townsend & Kent, Inc.
  • Past President, Montgomery County Heart Association
  • Moderator, Estate and Business Planning Class, LUTC, Houston, TX
  • Numerous volunteer positions with non profit organizations over the past 25 years, from fund-raising to the Board Level.
  • Bank Examiner, Texas Department of Banking

Personal:

  • Born, Conroe, Texas, 1951 - Resident of Montgomery County
  • Past Member of The Rotary Club of Lake Conroe, Texas
  • Paul Harris Fellow

Mission:

To move interested companies & individuals to effective retirement and estate planning through practical long term strategies for money management and tax savings.