Meet Jet, a dedicated CERTIFIED FINANCIAL PLANNER™ professional and esteemed Partner at Griffin Financial Group. With an impressive tenure of over a decade in the financial industry, Jet brings a wealth of expertise to the table, particularly in the realms of investment portfolio management, strategic planning, and tailoring financial goals to diverse lifestyles.
Jet's clientele spans a wide spectrum, including business proprietors, executives, families, widows, and individuals navigating life post-divorce. His proficiency lies in adeptly overseeing investments, fostering wealth accumulation, and optimizing retirement strategies. For burgeoning businesses, Jet specializes in architecting retirement plans that not only incentivize and retain employees but also offer valuable guidance to plan participants.
What sets Jet apart is his knack for crafting bespoke financial strategies that transcend mere monetary considerations. His approach empowers investors to crystallize their objectives, and he excels at simplifying intricate concepts, thereby fostering financial acumen and control.
Before his collaboration with Kitt Griffin, Jet honed his skills over a six-year tenure at LPL Financial in San Diego then two years with Kestra Financial in Austin. His journey began in the Service Department, where he swiftly ascended from addressing service-related queries to managing a service team. This journey culminated in his role as an investment consultant, where he guided advisors in selecting investments and constructing client portfolios.
Jet returned to his Texas roots in 2018, joining Kestra Financial as a business consultant. There, he guided advisors and entrepreneurs through various aspects of their enterprises – encompassing investments, technology integration, service enhancement, and succession planning. In 2019, Jet united forces with Kitt to spearhead the evolution of Griffin Financial Group.
When he's not immersed in financial matters, Jet's passion for gastronomy shines through. An avid food enthusiast, he loves whipping up culinary delights and exploring novel dining experiences. In his leisure moments, Jet's cherished company includes his family, two furry companions, and engaging in activities like golfing, boxing, and leisurely lake excursions.
Jet has a Bachelor of Science in Economics from Texas A&M University and holds securities licenses including Series 7, 66, and 99, coupled with his CERTIFIED FINANCIAL PLANNER™ designation, he is primed to offer clients a comprehensive financial perspective. His active involvement in the Financial Planning Association® underscores his commitment to professional growth and staying attuned to industry trends.
Eager to know how Jet can help you navigate your financial journey? Reach out today to embark on a path toward financial empowerment and security.
CRD#: 6113061