Meet Our Associates

 

 

 

 

 

J. Klint Hall

Financial Adviser**

 

Klint has been in the Financial Services Industry for more than 21 years specializing in Asset Management**, Investments*, and Personal/Business Financial Planning**.  He began his career shortly after graduating from the University of New Mexico, Anderson School of Management with a BA in Business Marketing and a Masters degree in Sports Administration.  While at UNM, as a student-athlete, Klint was a First Team All WAC (Western Athletic Conference) Offensive Lineman.

 

In his free time he enjoys golf, Harleys and spending time with his family.

 

 

 

Klint@lobowealthstrategies.com

 

 

 

Phillip “Trey” Finley

Financial Adviser**

 

Trey is a native New Mexican and graduated from the University of New Mexico in 1992 with a BBA in Financial Management. He has been in the financial services industry since 1995 and during that time, has achieved the LUTCF designation and is a Registered Investment Adviser Representative for Eagle Strategies LLC; he is also a lifetime member of the Million Dollar Round Table#(MDRT).

 

Trey is married to Alicia and has four terrific kids that keep him busy. He is an avid outdoors-man, is actively involved in the Sandia High School Booster Club, and enjoys golfing, skiing and spending quality time with his family.

 

Phillip@lobowealthstrategies.com

 
 
 
Ashley Gill
Assistant
 

Ashley joined the team in May of 2017, and has quickly become a valuable member!

When she's not at work, she enjoys spending time with her husband and two children, who keep her very busy.

Agill@lobowealthstrategies.com 
 
 
 
 
 
 
*Investments offered as a Registered Representative of NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency. 
**J. Klint Hall and Phillip "Trey" Finley are Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser.
#MDRT , The Premier Association of Financial Professionals,  is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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