J. Klint Hall
Financial Adviser**
Klint has been in the Financial Services Industry for more than 24 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 Fly Fishing.
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
Claire Sauerman
Administrative Manager
Claire was born and raised in New Mexico. She attended the Univsersity of New Meixo where she graduated with a Bachelor's degree in Psychology and a minor in Sociology in 2011. She joined the team in August of 2021, and has quickly become a valuable member!
In her free time, Claire enjoys spending time outdoors, hiking and snowboarding with her fiance.
*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.
