Meet Our Associates

 

 

 

 

 

J. Klint Hall

Financial Adviser**

 

Klint has been in the Financial Services Industry for more than 15 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.

 

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

 

 

John E. Sharpe

Chartered Financial Consultant (ChFC)

Financial Adviser**

 

John has been in the financial services industry since 1999 and has earned professional designations of Chartered Financial Consultant (ChFC) and Life Underwriter Training Counsel Fellow (LUTCF).

 

John is a graduate of the University of New Mexico where he earned a BA in University Studies with concentrations in Philosophy, Political Theory, and Political Science.  John Began his career in the Financial Services industry following a 25 year career with the Eastman Kodak Company.  He now specializes in Asset Management**, Investment*, Personal and Business Financial Planning**. 

 

John enjoys photography and owned a professional photography studio in Denver, Colorado at one time. He continues his interest in Photography on a leisurely basis by photographing all over the beautiful Western United States whenever he can break away fro a few days.

 

 
 
*Investments offered as a Registered Representative of NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency. 
**J. Klint Hall, Phillip "Trey" Finley and John E. Sharpe are Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser.