Leads the process of building and maintaining the Family Desk Reference® for our clients.
Assists in the execution of the firm’s trademarked planning process, The Results Accelerator System™, which is exclusively designed for successful business owners.
Participates in client meetings and manages their project and task follow-up
Completes research and analysis projects for the firm and for clients
Supports the firm’s Investment Services Manager
Manages the firm’s Intern Program
Earned his Master’s Degree in Personal Financial Planning with a Certificate in Charitable Giving from Texas Tech University.
Worked his way through college and is the first member of his family to earn a college degree
The Capital Chart Room and our clients will benefit from Victor’s fresh and unique perspective and analytical skills.
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