Efrain Reyna

Background

About Efrain Reyna

In 2008, while deployed in combat, I made my first investment during the financial crisis. That experience sparked a lasting interest in the markets, ultimately leading me to a career in financial services.After 15 years of military service, including 24 months in combat, I’ve honed my ability to serve and support others. Whether as an Army officer or a financial advisor, my passion lies in helping individuals, families and businesses navigate their financial journeys with trust, accessibility and respect.My focus is on addressing financial concerns that matter most to my clients: building and preserving wealth, help create a plan that is tax efficient with the help of my client's tax professional, preparing for major life events, protecting their legacy and achieving charitable goals. Additionally, I focus on working with business owners, offering strategic business consulting to help them grow, transition or sell their businesses. I work closely with my client support team member Victoria Hernandez, to provide tailored strategies and exceptional service.Before transitioning to finance, I served in leadership roles such as platoon leader and company commander during two Afghanistan combat tours. As a Chinook helicopter pilot and a U.S. Army Congressional Fellow, I gained extensive experience in building relationships and managing complex operations, including two years at the Pentagon.Outside the office, I prioritize family time with my wife, our two boys and our dog. We enjoy outdoor activities like hiking and camping. I also serve my community as a director for the City of Mission Audit Committee and Tax Increment Reinvestment Zone Board.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification instructions to opt out of Edward Jones commercial messaging and other important disclosures, see