Retail Client Specialist
Tavis joined the team in early 2023 as a Retail Client Specialist. He was born and raised in Katy, TX. He went to school at Texas A&M University, where he got his bachelor’s degree in agricultural business, minoring in financial planning. Following that, he stayed at Texas A&M to complete his master’s degree in Financial Management. Tavis believes every person’s situation is unique, therefore he is committed to providing each client with their own tailored recommendation built around their investment goals and objectives.