Our team approach ensures you, your investments, and your dreams are tended to with the utmost skill and care. And we work closely with your accounting and legal professionals, too, making managing your wealth a seamless process. No one client, goal, or success story is alike, which means every approach must be tailored to the individual or family. As your personal CFO, you get our proactive methodology and tested strategies, combined with our Wall Street sophistication, Southern hospitality, and our unique understanding of your situation and needs.
Principal Wealth Advisor
Joshua A. Rudd, President and Principal Wealth Advisor, started in the financial services industry in 1999. He began his professional career in investments as a securities trader with the Associates First Capital Corporation in Las Colinas, Texas, where he was responsible for negotiating and executing trades in short-term money market securities.
Jack Herr, our Investments Associate joined our team in 2016. His primary responsibilities include investment research, trading, and supporting the firm’s investment policy decisions. Jack also oversees the firm’s successful rotational internship program with local universities.
Jack earned his Bachelor of Business administration from Texas Christian University with a major in finance. Jack is originally from St. Louis, Missouri, and enjoys traveling in his free time.
Nick Rice, our Advanced Planning Specialist joined our team with a background in sales and business development. He enjoys helping our private clients and 401k plan participants work towards their financial planning goals. Nick is also the firm’s subject matter expert in the areas of business retirement plans, insurance, and government benefits. Nick moved to Texas from Abilene, Kansas. He earned his undergraduate degree in business management from Tabor College where he played basketball.
He received his MBA from Kansas Wesleyan University. Nick spends his free time enjoying golf, sporting events and traveling with his wife and son.
Styre is always on the lookout for top finance talent. Please submit your resume and cover letter to be considered for our personal CFO team.