The Vision of the Pannell Advisory Group is to facilitate distinctive advisory services of financial success for individuals and businesses. We accomplish our vision by delivering counseling, training, and coaching in the area of finance to small businesses, families, and individuals.

We have a strong set of values: Integrity, Accountability, Respect, and Responsibility that underscore our delivery of financial services to all of our clients.

The Pannell Advisory Group services are faith-based and founded on sound financial principles. We work as accountability partners with you as you make all the final decisions.

We guide you in the steps necessary to change your behaviors and your life in order to achieve the financial success you desire.

In our programs, financial success is individually defined, but always means living a debt-free life, no longer being “slave to the lender” and in control of your financial resources. Whether you find yourself in a lot of debt, little debt or debt-free, we will be able to help you with services that bring awareness on how to be the best consumer and how to manage, protect, and sustain your financial wealth.

Small businesses benefit from our business counseling services. We provide start-up and growth expertise with specialties in strategic planning, zero-based budgeting and relationship building. Our business expertise comes from management experience in corporate America to being business owners.

The Pannell Advisory Group works with business advisory boards with representatives from various industries to build a stronger local economic community.

We help you find hope

Proverbs 13:12 NLT

Hope deferred makes the heart sick, but a dream fulfilled is a tree of life.

Claudia Pannell has attended and completed Dave Ramsey’s Counselor Training. Completion of this training does not make Claudia an employee or agent of Dave Ramsey, nor give Claudia the right to speak for or bind Dave Ramsey, nor constitute an endorsement by Dave Ramsey.

Claudia Pannell, Partner
Serving clients primarily in Texas, Oklahoma and Illinois
Pannell Advisory Group, Inc.



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