Efrain Reyna Jr

In 2008, while deployed in combat, I made my first investment during the financial crisis. That experience sparked a lasting interest in the markets, ultimately leading me to a career in financial services.

After 15 years of military service, including 24 months in combat, I’ve honed my ability to serve and support others. Whether as an Army officer or a financial advisor, my passion lies in helping individuals, families and businesses navigate their financial journeys with trust, accessibility and respect.

My focus is on addressing financial concerns that matter most to my clients: building and preserving wealth, mitigating taxes, preparing for major...