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Financial Wellness Works

History

BECOME A PREFERRED EMPLOYER

Elevate your business with us. Many business owners and human resources professionals realize finances can cause significant stress in the workplace, and you pay a pretty penny to keep your employees happy, healthy and engaged with health insurance, paid vacation, perks and bonuses – all at a hefty cost to your bottom line.

 People’s Trust is dedicated to helping your employees live healthier and happy lives at no cost to you. Partner with us to become a People’s Trust Preferred Employer and elevate your business with financial wellness.

 Watch the short video below about how financial wellness works for employees and can boost your bottom line.

To learn more, get started or call 713.428.3200 and ask to speak to an Account Executive about becoming a Preferred Employer.

FINANCIAL WELLNESS WORKS

Alleviating employee stress can lead to increased productivity and happy and healthy employees positively impacting your company’s bottom line. 

People’s Trust offers a suite of financial education to educate and guide your employees to financial savviness and success. Depending on your very own employees’ financial education needs, we can offer as many or as little as you’d like.

 Take a look at our workshops and brief descriptions. You’re only a few steps away from helping your employees achieve financial wellness that works.

Car Buying

Best practices to navigate the car buying process for new or used vehicles - online search tools, test drive key components, and best ways to negotiate.

Home Buying

We’ll help you achieve the American dream of home ownership. Learn how to use tools to budget, shop, secure and close on the home of your dreams.

Understanding Your Credit Report & Score

Reading and understanding a credit report doesn’t have to be a burden.  We’ll show you how to obtain your personal credit report, and how credit history affects you. 

Steps to Financial Freedom

Achieving lifelong financial success can seem like an overwhelming task. Let us help you with our step-by-step plan so you can gain long-term control of your finances.

Be Credit Wise

Many members want to take advantage of flexibility in their spending plans by using credit. Learn the benefits of credit and how to make it work for you, not against you.


Saving to Achieve Your Goals

Already saving or want to save more? Saving to Achieve Your Goals will help them along with proven tools of budgeting, developing a plan, and saving. 

Kids & Money

Introduce everlasting skills early on with an interactive session to take kids and their parents through the basics of money. Where does money come from and why is it important to start saving early?

Money Concepts for Teens and Young Adults

Introducing young members to fundamental money concepts including earning money, setting goals, and budgeting. Explore life after school and get ready for the workforce.

MEET OUR TEAM

Ana Guzman, Account Executive

Ana Guzman was born in Mexico and moved to Houston when she was 7 years old. It was a culture shock for her since she did not know English at the time. Ana understands how frustrating it can be to feel this disconnect with the world. Ana says, “Sometimes when we talk about money, our bank jargon can become an intimidating factor for some.” Ana is on a mission to change that! She has been empowering our Houston community since 2011 when she started her career in the financial industry as a foreign exchange trader. She started off buying and selling money from all over the world while working towards her Associates Degree at Houston Community College. Shortly after graduating she joined the Credit Union world in 2013 as a teller trainee. Ana exceeded all her goals and she got promoted several times, from teller supervisor to call center representative all the way to personal banker. Meeting her goals has always come naturally for her because she loves helping people by guiding them towards their financial dreams. She is a senior at the University of Houston-Main campus working towards her bachelor’s degree in English with a minor in Communications - Go Coogs! Ana joined People’s Trust in January 2019 as the downtown region’s Account Executive. She continues to support her Houston community by providing free financial benefits to employees of various business industries within our city. If you need anything from her, pick up the phone and give her a call, she will be there to welcome you, guide you and support you.

Katrina Esco, Account Executive

Katrina Esco is a native Houstonian with a fierce love for her hometown. She is committed to the spirit of community that drives Houston, and her position as an Account Executive on the People's Trust Business Development team is a testament to that. Her background in public relations and digital marketing make her a strong communicator who is adept at sharing our purpose.

 "In the past I've had an opportunity to work with local non-profits as well as small to mid-size local businesses, and it was very fulfilling to me," she said. "I feel so proud of our city's growth and I understand the appeal of living and working here. I want to do my part to make our friends, new and old, feel welcome in Houston!"

 Katrina holds a BA in communications and public relations from the University of Mary-Hardin Baylor. Outside of work she volunteers for local political campaigns, chases summer around the globe, and spends time with her family and friends.

Get Started

Fill out this short form and tell us a little bit about you and your company. One of our Account Executives will be in touch to discuss how with financial wellness, everyone wins.