Broker Check

Team

ConfidentVision is a compassionate and perceptive purpose driven organization that takes its commitments seriously then effectively and routinely leverages the best in its people to deliver quality win-win solutions that blend harmoniously with its clients' needs.

Jan Mohamed, CFP®, ChFC, CLU

President and Co-Founder

(214) 525-7500

[email protected]

Jan is president and co-founder of ConfidentVision, a leading financial and insurance advisory services and consulting source. As The Strategic Advisor to his clients, Jan coordinates with all the specialists essential in the creation,...

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Barbara W. Sullins AIF®, PPC

Senior Partner and Co-Founder

(214) 525-7500

[email protected]

Barbara is a senior partner and co-founder of ConfidentVision and manages our company’s unique process, the Retirement Plan Confidence System, for individuals, business owner's 401(k)s and defined benefit plans. She is the...
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Michael Reese, ChFEBC

Financial Advisor, Retirement Specialist

(214) 525-7500

[email protected]

Professional Involvement With more than 15 years in the financial services industry, Mike offers his expertise to hundreds of individuals. He has assisted people achieve their planning goal through education and working with each...

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