Curry Pajcic Jr. is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. He has previously worked with Brant Hickey, where he assists in creating structured annuities for personal injury clients, including minors and incompetent adults. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, employing a disciplined, long-term diversified asset allocation approach that integrates multiple investment analysis methods. The firm also offers fractional family office services and manages proprietary model portfolios with regular monitoring and rebalancing.

Larissa Boyd is a financial advisor at 49 Financial based in Austin, TX. She holds a Series 65 certification and has recent experience working in education and music, including operating her own music business. Prior to joining 49 Financial in 2026, she worked in the education sector for over a decade and was involved with Texas A&M University and a community organization focused on early childhood. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial and retirement planning, investment management, and tiered fractional family office services. The firm applies a disciplined, long-term investment approach that integrates fundamental and behavioral analysis, managing model portfolios with regular oversight and rebalancing.

Timothy Rodgers is a financial advisor at 49 Financial in Austin, TX, holding a Series 66 designation with eight years of industry experience. His career includes roles at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to his advisory work, he is licensed as a fixed insurance sales agent and engages in the sale of variable products. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and access to third-party managers. The firm’s investment approach is based on diversified asset allocation grounded in a derivative of Modern Portfolio Theory, with a focus on mutual funds and ETFs and ongoing behavioral coaching.

Scott Neils is a financial advisor with 20 years of industry experience, currently practicing at 49 Financial in Minneapolis, MN. He holds a Series 66 designation and has previously worked at Oakwood Capital Securities, Ameriprise Financial Services, and Merrill. 49 Financial serves a range of clients including retail, high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm provides financial planning, retirement-plan consulting, and investment management with a disciplined, long-term approach grounded in Modern Portfolio Theory and employs proprietary and external model portfolios.