Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.



Team

Laurentino Landaverde

Laurentino Landaverde

Intern,

Executive Assistant

Personal Intro

Tino is a Client Service Associate and intern who supports clients and team operations to ensure a seamless experience. He is passionate about building strong relationships and providing excellent service. Tino is currently working toward becoming a financial advisor, with a focus on helping clients achieve their long-term financial goals through personalized guidance.

Qualifications

  • BBA in Finance and Marketing – University of Texas at Tyler

  • Associate Degree in Business – Tyler Junior College

Roles & Responsibilities

  • Support client service needs and daily advisor operations
  • Assist with account servicing and administrative functions
  • Help ensure a seamless and organized client experience
  • Communicate effectively with clients and the advisor
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