Serving Clients With Integrity, Honesty & Loyalty
Helping Others Succeed on Their Financial Journey
Frank Cannon, CFS®
President & Founder, Financial Consultant
Artésa Financial Group was founded in Conroe, Texas by Frank Cannon. Frank has been assisting clients in the financial services industry for more than 20 years and values the issues relating to each of their stages of life. In 1985, he began his career in the financial field working for a firm in downtown Houston, Texas. Through his dedicated time and experience working with his clients, Frank's main focus remains on seeking asset preservation and customizing conservative portfolios that fit the needs of his pre-retirement and retired clients. Frank holds several designations and licenses, as well as the distinguished, Certified Fund Specialist. He also partners with other professionals in the legal, medical, and accounting industry to complement his client’s estate planning needs.
Bobbi Cannon
Co-Founder, Executive Administrator
With many years of administrative management experience, Bobbi, Frank's wife, is responsible for the day-to-day operations of Artésa Financial Group, LLC. Most importantly, with regards to customer service and in line with the Artésa Financial Group’s mission statement, she promotes to the firm’s staff the importance of delivering a level of customer service that exceeds expectations. Finally, the financial and accounting functions for Artésa Financial Group is also included with her many tasks. Outside the office, Bobbi enjoys family time and many sporting activities.
Christy Hayes, WMS
Chief Compliance Officer, Financial Consultant
Christy Hayes joined Artesa Financial Group directly after graduating from Texas A&M University with a BS degree in Economics in 2012. In the first few years of working within the firm and learning from the bottom up, she quickly advanced to be a Financial Advisor completing her Series 65 License, General Lines Agent license, and acquiring the Wealth Management designation. As an advisor, she enjoys working with clients for both their immediate and long-term goals. In addition, she has written a book, Finding Your Financial Balance, that shares her own personal experiences and practical approach toward financial freedom. Christy also maintains the regulatory requirements for the firm as Chief Compliance Officer. Christy’s favorite things are time with her husband and two children cooking, traveling, and doing anything outdoors.
OUR PHILOSOPHY
Our Firm Philosophy
As a family business, our values matter greatly to us and are engrained in the culture at our business. A love for God and country are two very important values we hold here at Artesa. Honesty, integrity, and equality have been at the forefront of how we built our business. We believe that people should be treated fairly and judged on their merits; not by the world’s warped measuring stick.
We value life, liberty, and the pursuit of happiness for all people. We stand for the flag, for our right to bear arms, and for the constitution of the United States. We put our trust in God above all others. Our job is to serve our clients and help them through all stages of life. Freedom can look different depending on who you are talking to, but at our firm the focus on financial freedom is important and we strive to help our clients achieve this through sound advice, financial tools, and strategic partnerships. We are proud to serve the community of Conroe, Tx as well as many other surrounding areas and states.
OUR PHILOSOPHY
Our Investment Philosophy
Why do clients invest? Usually to generate income, outpace inflation, increase wealth, aspire and speculate … but mostly to preserve their lifestyle. Knowing these common goals has helped us develop a clear investment philosophy.
At Artesa, our investment philosophy seeks to identify risk and then to diversify and spread out investment risk over many different assets classes. The financial crisis in 2008 and 2009 taught investors how highly correlated all asset classes could be. For this reason, we approach asset allocation from a tactical, unconstrained position, keeping in mind the cyclical nature of our global economy and its effect on sector valuations. We believe this has allowed our portfolios to remain more nimble and flexible during rigid market cycles.
We also take a “Needs Based Approach” with our clients when evaluating the intended purpose of assets typically used to fund retirement. We work to determine the client’s comfort level with risk, or their tolerance to loss. Our goal is to provide personal recommendations that that satisfy the client’s investment objectives with their risk tolerance.
Ready to schedule an appointment to discuss your financial future?
Call or fill out the form below to book a no-cost, no-obligation strategy session with Christy Hayes or Frank Cannon at Artesa Financial Group today.
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Email:
chayes@artesafinancialgroup.com
Address:
2040 North Loop 336 West
Suite 227
Conroe, TX 77304
Artesa Financial Group ("Artesa") is an SEC registered investment adviser located in Conroe, Texas. registration does not imply a certain level of skill or training. Artesa and its representatives are in compliance with the current registration and notice filing requirements imposed upon state registered investment advisers by those states in which Artesa maintains clients. Artesa may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Artesa's web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Artesa's web site on the Internet should not be construed by any consumer and/or prospective client as Artesa's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools, calculators, or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Artesa. For information pertaining to the registration status of Artesa, including Artesa’s Form ADV, you can contact us or look for us on the Investment Adviser Public Disclosure website at: www.adviserinfo.sec.gov.
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