Merging of Minds
David Hollands joined Trey in 2001. David has a degree in Accounting from Georgetown University and a Master’s Degree in Strategic Planning from the US Army War College. In 2004, David was deployed as an Army Reservist to Afghanistan, serving as the Chief Financial Officer for the embassy in Kabul. While deployed, Trey and David worked together to maintain his clients. Trey's passion for supervision diminished, and he and David started working together to serve mutual clients: David focused on investments and problem solving, and Trey handled the bulk of the financial planning and managing the business while leveraging his relationships around Plano to help the business grow.
The Transition
In 2013, David and Trey met Elijah Murray. Elijah had graduated with a degree in finance during the 2008 recession, which was a difficult time to find a job in the financial industry. Elijah was working for a local restaurant—and doing it extremely well.Thirty years ago, salesmen thrived in the financial services industry; however, we believe advisers with a strong service mentality will assist people better going forward. Since coming on board, Elijah learned the industry, won the respect of our clients, and earned his Certified Financial Planner (CFP®) designation in 2019.
The Future
Going forward, we look to hire additional advisers, laddering them by age. Think about this: If someone retires at the age of 65, they would need to hire an advisor who is 35 years old if they expected their advisor to guide them through a 30-year retirement. You don’t want your financial advisor retiring in the middle of your retirement! Obviously, there is concern that a 35-year-old may not have the experience to address all the concerns a new retiree may have. By laddering young financial advisors, we give clients the best of both worlds: experience and continuity through their entire retirement, working with a team that knows them, their history, and their dreams for the future!
