And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How We Work
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
Customer Service Team
Kim Torres
Receptionist - Your first point of contact — friendly, helpful, and always ready to assist
361-232-5726
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...
Mauricio Prinz
Supervision Team - Helping ensure your business stays compliant and on track
361-232-5726
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
361-232-5726
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...
Westley Schade
Assistant
361-232-5726
West Schade serves as an Administrative Assistant at TorOso Financial Group, where he assists with basic office operations including filing, faxing, document organization, and client follow-up. Having grown up around the financial...
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