An Albuquerque native, MJ helps to prepare Aging of the Portfolio reports (AOP) by analyzing cash flow and determining how much to fund different retirement periods. He also helps to create portfolios that match our clients’ risk preferences, performs calculations for capital gains, and rebalances portfolios.
MJ has his master’s degree in business administration with a concentration in finance from the University of New Mexico. He currently holds a FINRA Series 65 license.
In his spare time, he enjoys playing soccer, basketball, hiking, or anything else that keeps him active.