Milad Taghehchian, CFP​®
Chris Cyndecki, CFP​®
Ian Tennant, ChFC​®
Julie McClure, CFP​®
Chris Cyndecki, CFP®
Wealth Advisor
Education
BBA, Finance
The University of Texas at Austin
Professional Designations
CERTIFIED FINANCIAL PLANNER​™ Practitioner
CFA Level III Candidate 
Series 65 License
Areas of Specialization
Investment Analysis 
Portfolio Management
Equity Compensation

 
Languages Spoken
English
Polish
Spanish (Elementary Proficiency)
Hometown
Dallas, TX
Passionate About
Skiing, Basketball, Traveling, Sushi, Reading (Nonfiction)
Favorite Animal
German Shepherd