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Brian Keith Moon, RICP, RSSA, CFF -Wealth Manager, and Chief Compliance Officer
Brian has extensive education in Social Security and has a Certificate for Financial Planning from Boston University. With over 20 years of financial industry experience, he has previously worked with institutions such as AIG, Edward Jones, BrokersXpress, ISC Group, and SCF Investment Advisors Inc. He was privileged to ring the closing bell at the NASDAQ in 2013. Additionally, Brian has been the recipient of many industry awards. Brian has been involved in philanthropy and civic activities with the Hale Center Emergency Medical Services (EMS) and in prison ministry. Brian extensively fundraised and successfully applied for grants on behalf of the Hale Center EMS, raising more than $210,000, and sat on its board of directors. He was a finalist for the ‘Invest in Others’ community service award for his work with Hale Center EMS. Brian is also a Registered Social Security Analyst. This designation indicates he has been specially educated in Social Security planning. Brian has also earned his Certified Financial Fiduciary designation, demonstrating his commitment to doing what is in his clients' best interest. Mubashir Subhani, RICP, CFF -Wealth Manager and Managing Partner
Graduated from Texas Tech University Bachelor of Arts in Economics and Political Science from the Honors College and College of Arts and Science, Cum Laude. He has also earned the prestigious, Retirement Income Certified Professional (RICP) designation. Mubashir has had extensive professional experience interning with West Texas Investment Advisors as Equity and Derivatives Portfolio Research Analyst, Citibank Pakistan: Sales and Trading Fixed Income and FX Derivatives, Bancolombia Colombia: Strategy Consulting and High Impact Entrepreneurship with Agricultural Finance Policy, and Jobin.es Spain: Data and Business Research Analyst. Mubashir speaks 4 languages. He has volunteered with the Ronald McDonald House, United Way of Amarillo and Canyon, and Texas Board of Directors Parks and Recreation Advisory Board for the City of Amarillo. Mubashir has also earned his Certified Financial Fiduciary designation, demonstrating his commitment to doing what is in his clients best interest. https://www.bbb.org/us/tx/amarillo/profile/financial-services/toro-bravo-investment-advisors-llc-0815-99130662
