Client Service Associate | Paraplanner
A.J. joined BentOak Capital as an Intern in 2019 and became a full-time team member beginning in 2020 in our Lubbock office. He is a graduate of Texas Tech University where he received a Bachelor of Science degree in Personal Financial Planning. A.J. is currently studying for his CFP® designation and plans to take the exam later in 2021.
As a Client Service Associate (CSA) & Paraplanner, A.J. has two distinct roles within our firm. As a CSA, he helps BentOak clients with administrative needs such as account paperwork, transfers, etc. In his role as a paraplanner, A.J. sits in on client meetings and takes notes, helps prepare for meetings, handles meeting follow up, and provides general support to our financial planners.
In his spare time, A.J. enjoys bow hunting, fitness, and really anything outdoors. BentOak Capital is excited to have A.J. as part of our team!