Client Service Associate | Paraplanner
AJ joined the BentOak Capital team in January 2020 as an intern and then became a full-time employee in January 2021 in the Lubbock office after graduating from Texas Tech. He has dual degrees in Financial Planning and Economics. While at Texas Tech, AJ was heavily involved in the personal financial planning program and won a national championship in the annual FPA Financial Planning Challenge. He is currently involved in the Lubbock Chamber of Commerce and actively serves on the Young Professionals Committee and the Agricultural Committee. AJ enjoys being out in the community and getting to meet and connect with people.
As a Client Service Associate (CSA) & Paraplanner, AJ 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, he sits in on client meetings and takes notes, helps prepare for meetings, handles meeting follow up, and provides general support to our financial planners. AJ enjoys his role because he gets to connect with our clients, help them achieve their goals, and be an all-around resource for our team.
When AJ is not in the office, he is an avid outdoorsman. He enjoys all things hunting, fishing, and hiking and grew up going fishing every summer in the Sierra Nevada mountains with his grandparents. AJ likes to hunt whitetail deer, dove, and turkey. A bucket list item of his is to go on a remote elk hunt in Colorado. He likes his food as well and enjoys getting out to try local spots in Lubbock – he is a regular at West Table and Hill Barbecue.