Nicolas J. Knapik
Nicolas began his career in the financial services industry in 1997. Prior to joining RJ Capital, he was a Managing Partner and Chief Compliance Officer with TMFS, Vice President of the Private Client Division at Charles Schwab and an advisor at Morgan Stanley. His experience includes portfolio management, tax and estate plans and risk management solutions. He obtained a MBA in Finance and Business Administration from Western New England College and holds the FINRA series 65 license.
Matthew L. Lankford
Matthew began his career in the investment industry in 2000. Prior to joining RJ Capital, he was a financial advisor with the Wealth Management Division at Merrill Lynch, Managing Partner with TMFS and investments specialist at Arrowhead Asset Management. His primary focus is on actively managing client portfolios, preserving client’s wealth, retirement income planning and estate planning. He earned a BBA in Finance from Texas State University and holds the FINRA Series 65 license. Matthew lives in Houston with his wife and two children.