Tom Meyer
Tom Meyer began his financial services career in 1995 and is Vice-President of Benefit Planning Group Insurance & Wealth Management; offices in Metairie, Louisiana and Nashville, Tennessee. He is a graduate of Loyola University, New Orleans, and holds the Chartered Retirement Planning Counselor designation from The College of Financial Planning. He is securities registered through […]
Patrick Taylor
Patrick began his financial services and insurance career in 1983 after attending LSU where he studied petroleum engineering and minored in mathematics. Patrick is professionally licensed as a Series 6 and 63 representative through LPL Financial & hold his Series 65 license with NFA Wealth Management. He is an Investment Advisor Representative and Series 26 […]
Steve Romano
Steve’s career in the financial services industry spans more than two decades, beginning with a Citigroup affiliate in Oklahoma City in 1988. In 1989, in addition to becoming an LPL Registered Representative, Steve earned both his FINRA Series 6 and Series 63 Investment Representative securities registrations, held with LPL. In 1995, Steve added the distinction […]
Ryan J. Bubela
Born and raised in the small town of East Bernard, Texas, Ryan moved to Austin in 2004 after obtaining his BBA in Finance and MBA in Business Administration from Texas State University. Ryan’s financial expertise ranges from building and serving credit union investment programs to establishing and managing a successful, independent wealth management practice. He […]