financial advisor image

4184 Treadway
Beaumont, TX 77706
Phone: 409-924-9434
Fax: 409-924-7432
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Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

About Us

financial advisor imageTim Satre
CERTIFIED FINANCIAL PLANNER™
President, Satre Financial Group
An independent firm
tim.satre@raymondjames.com

Tim C. Satre is an 20-year veteran in the Financial Services Industry. He is a CERTFIED FINANCIAL PLANNER Practitioner, a Certified Divorce Financial Analyst®, and a Certified College Funding Specialist.

As a CFP® Tim uniquely serves his clients by providing personalized, hands-on Comprehensive Wealth Management. Tim's clients are local professionals, business owners and a collection of retired individuals from local companies. As a CDFA® Tim helps divorcing couples and their attorneys examine and separate the collection of financial and tax issues specific to divorce.

After graduating from Northwest Missouri State University in 1987 with a Bachelor of Science Degree in Finance and Management Tim started his financial service career in Des Moines Iowa with Met Life. In 1991 Tim was offered a position as a Financial Advisor with CUNA Mutual, which provides financial planning to individuals through their local credit unions. CUNA transferred Tim to Beaumont Texas where he served the members of Mobiloil Federal Credit Union. A second transfer sent him to Dallas to serve at Texins Federal Credit Union for the employees of Texas Instruments. Tim decided that Beaumont was his home, and returned to take a position providing financial planning services to the customers at Prime Bank. In 1996 Tim started his own Financial Services firm. Tim is associated with and clears through Raymond James Financial Services.

Tim and his wife of 13 years Alicia, still reside in the Beaumont area. They have three children - Kascy, Alec, and Julia. His office is located at 4184 Treadway Rd., ironically enough, across the street from Mobiloil Federal Credit Union, where he started his career in Texas.

financial advisor imageBetty Berry
Office Manager
betty.berry@raymondjames.com

Betty Berry started working at Satre Financial Group February 18th, 1999. As the Office manager, she handles all client problems and requests. She assists Mr. Satre in customer service matters such as following up on account activity. She also handles reporting and filing of information as required by the Raymond James Home Office.

financial advisor imageDarla Duplecion
Sales Assistant
darla.duplecion@raymondjames.com

Darla Duplecion came to Satre Financial Group April 11th, 2005. As Mr. Satre's Sales Assistant, she handles the scheduling of all meetings, appointments, presentations and seminars. She also oversees the maintenance of the facility, office equipment and software.





Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.