Matt is one of those people who was “not born in Texas but got here as fast as he could.” Moving to the Dallas area at just three months old, he spent his entire childhood in Dallas and eventually graduated high school from Trinity Christian Academy in Addison. Matt attended Washington University in St. Louis, […]
Ed Yale is the founder of Concho Investment Advisors. Ed has over 30 years of experience in securities and investments, mainly as a Wall Street “quant” analyzing and evaluating complex financial investments. In the late ‘80’s and ‘90’s he worked as a fixed income research analyst for Credit Suisse in New York and Dallas and […]
Dean has over three decades of financial industry experience. He serves as a volunteer with the Financial Planning Association on both local chapter and national boards. Mr. Boebinger is also involved in Houston charitable organizations. At Strategic Financial Concepts, LLC – our independent Registered Investment Advisory firm associated with NFA – he manages portfolios for […]
With a passion for helping people, Larry has dedicated more than forty years to helping individuals and businesses pursue their financial goals. As a native Texan, Larry grew up on a cattle ranch in the hill country of Central Texas. He earned a Bachelor of Business Administration degree at Southwest Texas State University (now Texas […]
Kirk is a financial planner, investment advisor representative and wealth manager. He is responsible for creating, implementing and reviewing client’s custom financial plans. As an independent financial planner, Kirk provides objective recommendations to his clients, and adheres to the higher fiduciary standard, which requires investment advisors to always put a client’s interest above their own. […]
Chris joined the firm after running his own successful insurance and financial services agency for the past 18 years. During this time, he earned his LUTCF® designation and NSSA® certification. One of his passions is doing College Financial Aid and Social Security presentations. Also, he helps customers like you identify the insurance coverage and financial […]
