My unique story began with observing how the Great Recession of 2008 impacted people I cared for. Those experiences sparked a motivation in me to learn and position myself towards helping others with financial decision making in the future. Using that passion, I graduated from Texas A&M University in 2013 with a bachelor’s degree in finance. My desire to help people extends beyond financial well-being and energized me to invest ten years of effort into working with children as an elementary school teacher. As I mixed personal finance into classroom math discussions, my college studies, personal experiences, and long-term investing focus gradually became a tool that I was using to help various family and friends. Whether supporting families with their children’s academic success or financial goals, I simply love to help people. In partnering with clients as a financial advisor, I look forward to thoughtfully implementing individualized investment strategies that match client goals and considerations. Assisting families with achieving financial goals and success in retirement is my purpose as an advisor.
E: VIPservices@AnkerstarWealth.com
P: 512-614-0085
A: 3835 CR 175, Unit #840
Leander, TX 78641 (By Appointment Only)
Ankerstar Wealth, LLC is a Registered Investment Advisor with FINRA and the state of Texas, Arizona, Louisiana, Georgia, Florida, California, Ohio, Alabama and Nevada that specializes in fee-only financial planning and fee-only wealth management. Mr. Ankerstar, Mr. Younkman, Mr. Verrico, Mr. Hanson, Mr. Chisum and Mr. Hinkle hold a Series 65 license with FINRA. More disclosure information is available at https://brokercheck.finra.org/. The contents of this email should not be considered personal advice unless under contract with Ankerstar Wealth, LLC. Since each individual’s situation is unique, your specific situation should be reviewed by a qualified tax, legal, and/or investment professional before making decisions. The information provided in this email may not be comprehensive nor appropriate for every individual. You are strongly cautioned to perform your own due diligence before making any personal, financial, or business decision. Do not rely solely on this email for making investment decisions. Nothing in this email is an endorsement of any products or securities. All investments involve risk. Past performance does not guarantee future results.
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