Honor, Courage and Commitment – core values of the Marine Corps and the pillars of our business.
When I made my first investment in 1995, I became passionate about investing. I overcame the uncertainty and anxiety of this new venture by educating myself, forming a plan, and maintaining discipline. This approach has served me well, and I knew it could benefit others. When Bryan invited me to join his firm, I jumped at the opportunity. I knew that our mutual experience in the Marine Corps meant I’d be working with a team that had absolute integrity and a dedication to service.
Service has always been and continues to be an integral part of my life. I have been a Marine for more than 23 years and continue to serve in the Marine Corps Reserves. , I have earned multiple distinctions, which include the Purple Heart, Meritorious Service Medal, and Navy Commendation Medal as well as Series Honor Man.
I also serve my community, as a City Councilman (4th term) and Mayor Pro Tem for the City of Sanger, Texas; as a committee member of the Sanger Education Foundation; and as a Charter Member of the Marine Corps League Detachment 1300. I have a Bachelor of Science in Public Administration from the University of North Texas and am a Distinguished Graduate of the USMC Command and Staff College. I believe my work within and for the community allows me to see the world through others’ eyes, which in turn helps me to assist people to create financial plans that suit their individual lives. I enjoy the fact that no two plans are ever the same. Whether it is young people making their very first investment or people at the end of their working career, I find true satisfaction in helping others achieve their goals and dreams.
Off–hours, I enjoy hunting and fishing; playing baseball, basketball, and football with my sons; and traveling with my wife.
Series 7 licensed
Series 66 licensed
Life, Health & Annuity insurance licensed
Property / Casualty insurance licensed
Check the background of this investment professional on FINRA’s BrokerCheck.
ADVANTAGES OF HAVING AN INDEPENDENT FINANCIAL ADVISOR
Without the overhead and expense of a giant financial firm, you can receive personalized, high quality services at a lower cost. Half the millionaires in the Dallas/Fort Worth metroplex use an independent financial advisors to take advantage of this personal attention and unique services according to Fidelity research. My fees are based on a percentage of the total value of your assets under management. The more I can grow your assets, the more we both make. Under this structure, our financial interests will be always aligned.
October 28, 2017 – Wealth Strategy with Bryan Rigg, Your Wealth Professor
Listen In Every Week: Saturday on WRR from 7:00-8:00 am
We’re going to talk today about four different things. We’re going to lead off with annuities. When we talk to new clients, and we talk to people who listen to the show, the feedback is everyone’s heard about annuities, and everyone’s heard about CDs. It’s because it’s what banks do. It’s safe. It’s a reasonable return, and there are expectations that could be met. We’re going to get into what they are, and why they may not be what you think they are.
Then we’re going to get into Rigg Wealth Management. Their business here in North Dallas isn’t for veterans, but they have a lot of experience being veterans. We’re going to talk about what their special insights are for veterans if there’s any out there that are listening. Then we’ll get into definitions and differences with IRAs and 401(k)s. Most people do this more than anything else as far as a do‑it‑yourself kind of investment option. We’re going to get into the do’s and don’ts.
We’re going to close out the show with client stories. We’re going to have Bryan talk about some of the successes he’s had with some of his clients of late and in the past few years that are relevant. In case any of you are looking at coming on board, we wanted to remind you that you’re not the only one that’s jumping from one investment firm to another. Bryan, as an independent consultant, he gets a lot of new clients that come over from somebody else, and some first-timers, as well.
LISTEN TO THE SHOW: