Broker Check

Our Team

Pat Mione, CLU

President

713.532.6373

713.532.6664

pat@patmione.com

A true veteran of the financial services industry, Pat Mione brings nearly 40 years of experience to her clients. Throughout her esteemed career, she has helped clients in all walks of life build greater financial security. She founded...

Read more

Cassandra Sarmiento

Retirement Plan Support Associate

713.532.6373

713.532.6664

cassandra@patmione.com

Cassandra is the Retirement Plan Support Associate with the firm. She holds her Texas Insurance General Lines License, and has been in the financial services industry for over four years. By serving as an account advocate for employee...

Read more

Margie Marinos

Accounts Analyst

margie@patmione.com

With over two years of experience in the financial industry, Margie plays an integral role at The Apical Meristem Company. Her responsibilities cover a spectrum of services, from census reporting and insurance quoting, to health...

Read more

Yasmin Gutierrez

Client Service Specialist

yasmin@patmione.com

In both her career and personal life, Yasmin is dedicated to helping others in any way she can. As lead Client Service Specialist at The Apical Meristem Company, she focuses her expertise and empathy on helping clients simplify and...

Read more