BRING YOUR EXPERTISE TO NFA ALONGSIDE OUR TEAM OF FINANCIAL PROFESSIONALS
We are driven to help each advisor and agent direct their practice to the next level
POSITION OF STRENGTH
In making financial decisions, we maintain a position of strength. We work hard to be industry innovators and proactively seek new approaches to both financial planning and investing. We have adopted a proactive perspective, making us better able to guide our clients towards success.
DOING IT RIGHT
We believe there is no more powerful mantra in this business than "Doing It Right". This means treating others with respect, courtesy, honesty, fidelity, sincerity, and having FUN (one of our Five F's). When we do this together - advisor and client - literally anything is possible.
CULTURE OF TRUST
We believe trust is the core of every successful relationship. That is why a foundation of trust is the cornerstone of our business. It has been our mission for over thirty years to cultivate a climate of trust that inspires each of us to do our best work possible.
PHILOSOPHY OF INDEPENDENCE
It is our belief that independence is the most effective means of developing objective, client-focused recommendations. Our independence and freedom from single sourced investment plans/options is what allows us the ability to provide our clients unrestricted access to well rounded programs.
Our success is directly linked to that of our clients. Only by helping our clients pursue their goals, will we achieve ours. We foster a high-engagement service model that treats every client as part of our NFA family.
ATTITUDE OF TEAMWORK
We believe everything is more productive, not to mention more fun, when it is done in collaboration with other like-minded individuals. Throughout the entire NFA firm, we seek to leverage expertise and resources so we can provide comprehensive and integrated strategies for our clients.
Our Wealth Management division consists of our full-service financial advisors and professionals to serve investors in traditional investments as well as the future of investing.
Strategic Financial Concepts is the avenue for our financial advisors to give investors a great experience and the full power of choice in where their money is custodied.
Insurance is our genesis. Before becoming a robust wealth management firm, we prided ourselves on providing the insurance solutions customers need. We still do!
Unlike many other firms in our space we have extensive relationships with banks and credit unions making sure their customers and members receive the advice they deserve.
Founder | Head of Insurance Division
CEO | President & Managing Principal
Chief Operating Officer | Partner
Director of Insurance
Director of Operations
Administrative Services Team Lead
Executive Relationship Manager
210.737.7800 ext. 129
Marketing & Sales Specialist
210.737.7800 ext. 109
210.737.7800 ext. 124
Business Relationship Manager
210.737.7800 ext. 130
210.737.7800 ext. 106
210.737.7800 ext. 5129