|AREA OF BUSINESS:
||Independent Registered Investment Advisory Firm. Holistic approach to financial planning specializing in retirement planning, investment planning, insurance planning, and personal finance education.
|THE GENERAL LOCATION:
||Located in San Antonio, TX near Castle Hills, TX at the intersection of NW Military and Lockhill Selma Rd
||I am a partner of the firm since its founding in 2014 with 5-10 reps
||I am in my early thirties and have been in the industry for almost 7 years. I am a part of the Financial Planners Association and have been a Certified Financial Planner for 3-4 years. I also graduated with an MBA with a concentration in Finance from the University of Texas at San Antonio in 2011.
||Looking to build relationships with tax, legal, investment advisor, and human resource professionals. Building a group to refer clients to or individuals who want to work with an independent firm to develop their business. Also looking for independent investment advisors or insurance agents who want generous back office support and compensation to help them focus on growing their business.