Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Josh Krakowiak
Financial Advisor
Joshua is a licensed financial professional, trained to analyze member’s investment needs. He has a passion for working with educators and helping them pursue both their short and long-term financial goals. Joshua lives in League City with his wife Chelsea and their daughter Emma.
Professional Background:
- Registered through LPL Financial
- Series 7, Series 66 (held with LPL), and Texas State Life and Health Insurance licensed
- Educational Background: BBA in Finance from The University of Texas at San Antonio