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How We Work

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Customer Service Team

Kim Torres

Receptionist - Your first point of contact — friendly, helpful, and always ready to assist

361-238-6527

361-232-5726

kim@torosofinancial.net

A native of Bronx, New York, Kimberly moved to Corpus Christi in 2014 in order to be closer to her father and spread her wings to a new environment. Kimberly started with TorOso Financial Group in February of 2023 and although fairly...

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Mauricio Prinz

Supervision Team - Helping ensure your business stays compliant and on track

361-238-6527

361-232-5726

mauricio@torosofinancial.net

Mauricio Prinz joined TorOso Financial Group in July 2023 as an Advisor Relations Specialist, where he supports virtual assistants and Supervision Representatives. He is dedicated to ensuring that the advisors as well as their clients...
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Stefany Schade

Owner - Leading TorOso with nearly two decades of compliance expertise and a people-first philosophy

361-238-6527

361-232-5726

stefany@torosofinancial.com

Stefany started TorOso Financial Group in January of 2009 with the goal to help people achieve financial success. Whether you are a new family and saving for a new home, or you just had a child and you want to start a college savings...

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