L. T. Nordee
  • Male
  • Houston, TX
  • United States
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Profile Information

How did you hear about this site InHouston?
online
Industry
Financial Services
Niche (Services/Products your company provides:)
Corporate Executives, Business owners, professionals
About Me:
LAWRENCE TAYLOR “L. T.” NORDEE preserving professionals’ financial assets and valuable business resource to business owners since 1990

Professional:

CFP education curriculum from Rice University.
L. T.’s financial services career began in Overland Park, Johnson County, Kansas, in 1990 - before moving to Houston in 1996.
Committed to client service, integrity, education and professionalism.

Education:

• 2005 - Rice University the CFP Board Certification curriculum education
• 1988 - Graduate of Northwest Missouri State University, Maryville, Missouri Bachelors degrees in HR/Business Management and Computer Science.
• 1989 to 1990 - Graduate School education – Finance, NWMSU.
• Several industry related education and trainings
Memberships, Awards and Recognitions:

• The Million Dollar Round Table (the Premier Association for Financial Professionals) – MDRT;
• Honored as A Man of Valor and Achievement in June 2002 by The Houston League of Business & Professional Ombudsmen
• The National Association of Insurance and Financial Advisors – NAIFA Houston Chapter;
• A Friend of The Harris County Medical Society – HCMS;
• On the Boards of Directors of various charitable and community organizations.
• A published writer on business subjects in general and finance and technology in particular.
• Presented various papers at national conferences of major organizations in IT and Healthcare since 1997.
• The Guardian’s Agents Leaders’ Club for client service and production
City, State
Houston, TX
Area of Houston
uptown/galleria
Website:
http://www.livingbalancesheet.com/client/WDG_web/Business_webHi.htm
Open Networker?
yes
Servant Leader, Give It First Networker?
not sure
Have Attended Live InHouston Netweaving Events (ever):
yes, going to the next one
Perfect Client
Loves family, wants to leave a legacy and wants to regain control of their finances.
Target Market(s)
professionals, business owners, corporate executives
Urgent Needs and Compelling Desires of Target Market(s)
Value Proposition for clients and friends are to:
1. Help each client get organized financially
2. Help them protect their assets, income, families & loved ones and their lifestyles
3. Help each one invest his/her assets in a manner consistent with their objectives.
Opportunities said Target Market(s) would love to invest in
Retirement Income Planning, Planned Giving, Legacy planning, Estate Planning, IRA rollovers
Benefits of investible opportunities to Target Market(s)
Find money that they are losing unknowingly and unecssarily with smarter money strategies.
"Other interests" (Traveling, wine, books, etc...):
Golf, Travel, Reading and writing
What does your company do to focus on its purpose?
Help them Regain control of their money
Veteran? Which Branch?
NO

Comment Wall (4 comments)

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At 12:37am on October 8, 2010, Monica L. Coleman said…
Of course, I'll be your friend. Hope to meet you soon!
At 11:08am on September 17, 2010, Tameka White said…
Baby Girl Inc. is now on TV!!!!!!! Join the group and tune in to The Pampered & Prepared Coner of "People's Politics". Every Monday at 8:00pm c/s Comcast 17, TV Max 95, AT&T U-Verse 99, Phonoscope 75, Sudden Link 99
At 4:36pm on March 3, 2009, Beatrice Wilson said…
Hi LT,
It's great that you're busy. I will be at the mixer. If you see me b4 I see you, please come and say Hi.
At 2:33pm on December 12, 2008,
Featured Member
Martin G Meyer, CPB
said…
Welcome LT to our growing community
 
 
 

 

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