The Green Zone Newsletter - August 2023

Jeff Green |

August is here signaling that the end of summer is near. How has your summer been going? Have you had time to relax and enjoy time with your family and friends? Maybe you've recently welcomed a new grandchild? Perhaps you've taken a trip or explored somewhere new? Or are you hunkered down in the A/C in your house because of 3-digit temperatures?

I'm happy to report that the Green Financial Group team has had a busy, productive and fun summer. We're excited about the many ways in which we are growing and have had lots to celebrate:








Green Financial Group is celebrating 15 years in business.

We’ve hit a major milestone here at Green Financial Group: our 15th anniversary in business. Since 2008, we have had a long and meaningful journey. And do you want to know what I'm most grateful for? You. Our clients, colleagues and friends. Check out the video below for more on my anniversary thoughts.








We recently welcomed Dylan Daggett, our new Relationship Manager.

We're incredibly excited to welcome Dylan Daggett, our new Relationship Manager, to the Green Financial Group family. Learn more about Dylan's background below. You'll probably be hearing from him soon, if you haven't already, so make sure to give him a warm welcome.








We launched a Blog!

We're excited to introduce the latest addition to your financial toolbox – the all-new Green Financial Group Blog. Now, you can access even more advisor insights, tips and strategies to enhance your wealth management journey and help you plan for a better financial future.








We enjoyed spending the summer with our Intern, Gracelynn Wiest.

Summer is coming to a close and with it, we bid farewell to our summer intern, Gracelynn Wiest. Over the past few months, Gracelynn has been an invaluable asset to our team as she’s helped with everything from database management to brainstorming business development ideas to creating educational presentations to attending client meetings. Beyond her great work, we’ve thoroughly enjoyed her contagious enthusiasm for all things finance and her laid-back attitude around the office. Join us in wishing Gracelynn a fond farewell as she heads back to the University of Arizona for the fall semester.








We hit the "pause" button when possible to focus on family, relaxation and adventure.

I'm a big believer in prioritizing "experiences" over "things" and always encourage our team to plan trips with their family and friends to make meaningful memories. This summer, Lauren has gone on a girls' trip to Santa Barbara, Claire has spent time with her kids at Lake Travis and Dylan celebrated the Fourth of July with his family on the beach in Port Aransas. As for me, I just returned from an unforgettable fishing trip with my three sons in Playa Coco, Costa Rica. We have a "work hard, play hard" mentality around here and so now that some of the "playing" is done – it's back to the grind for us!

As always, we welcome you to schedule a call with us any time to discuss your portfolio, the market, or anything on your mind. To make things easier for you, you can click here to find a time that works for you.

Until next month,
Jeff & the Green Financial Group Team


Upcoming Dates: Key Dates To Remember

  • Monday, September 4 - Labor Day (GFG Office & Markets Closed)


Team Spotlight: Highlighting Our Team











We're thrilled to announce a new addition to the Green Financial Group family - Meet Dylan Daggett, our new Relationship Manager.

Dylan brings a wealth of experience to his role, with a firm commitment to building meaningful client relationships and creating personalized financial strategies. With his analytical mindset, strong memory and meticulous approach, he's dedicated to guiding clients on their financial journeys and simplifying complex financial concepts.

What truly sets Dylan apart is his emphasis on integrity and genuine care for the success of our clients. He finds fulfillment in making a tangible difference in clients' lives, helping them achieve their retirement dreams, and positioning them for success.

Having moved around due to his father's military career, Dylan brings a unique perspective to the team. While he currently resides in Houston, he stays close to his roots in New Braunfels, where his family now resides. Outside of work, he's a gym enthusiast, basketball player, and a die-hard Boston Celtics fan.

Join us in welcoming Dylan to the team. We're excited to see the great work Dylan will do in his new role.

Check It Out: Our Most Recent Resources

Explore our comprehensive roundup of resources, including insightful podcasts, informative videos, and thought-provoking blog articles, designed to empower you with valuable financial knowledge and help you make informed decisions for your financial journey.

What You Need To Know About The New Bull Market (Ep. 72)

A new bull market is underway, but potential recession, heavy inflation, increasing interest rates, war and more are casting dark shadows. You may be more confused than ever about what is going on in the markets and economy and if you feel that way, don’t worry – you’re not alone. In this episode of The Green Zone Podcast, host Jeff Green discusses:

  • What’s going on in the U.S. economy and markets
  • Why we’re in what’s considered a “skinny Bull market”
  • Which industries are leading the way
  • And more!


From Humble Beginnings to 15 Years of Excellence: Our Exciting Milestone

We’ve hit a major milestone here at Green Financial Group: our 15th anniversary in business. Since 2008, we have had a long and meaningful journey. Today, I’m here to share this exciting news and a few things that I’m grateful for....



The Path to Leadership: Insights from Houston Financial Advisor Jeff Green

By Jeff Green

In the dynamic world of financial services, leaders emerge from diverse backgrounds, each with our own unique journey to success. I am proud of my path to leadership, carved from decades as a financial advisor, my entrepreneurial journey in founding my own firm 15 years ago and my former military service. Reflecting on these, I want to share a few key insights I’ve learned about leadership, highlighting the significance of a client-centric approach, embracing entrepreneurship and innovation, and the transformative power of mentorship.



The Key to Your Financial Future: Unlocking the Power of Planning with a CFP® Professional

By Lauren Smith, MBA, CFP®

Planning is important in any facet of life when you need to reach a desired outcome. As a CERTIFIED FINANCIAL PLANNER™ professional at Green Financial Group, I'm passionately committed to the role financial planning can play in shaping and securing one's future. Financial planning is more than just a job for me; it's about providing direction in a journey, charting the course towards financial stability, and ultimately, the realization of lifelong dreams and goals. In this article, I explore four areas where a CFP® professional can serve as a catalyst in planning for your financial future.



Navigating Volatility: Financial Planning Strategies for Oil and Gas Professionals

By Jeff Green

In the oil and gas industry, professionals often face the challenges of market volatility and economic uncertainties. To safeguard their wealth and ensure long-term financial security, it is crucial for oil and gas professionals to implement effective financial planning strategies. I In this article, I share a few tips to help navigate volatility and protect wealth in this dynamic industry.



Empowering Female Investors: Strategies to Overcome Market Volatility and Thrive in Uncertain Times

By Lauren Smith, MBA, CFP®

As a professional woman and a CERTIFIED FINANCIAL PLANNER™ practitioner at Green Financial Group, I understand the unique challenges that women face when navigating the financial markets. Overcoming obstacles calls for empowering strategies that provide the knowledge and resources necessary to thrive in uncertain times. Read on to learn a few strategies I recommend for women investors.



Seek Balance: Quotes To Live By