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Todd S

Series 66

Rio Rancho, NM

Buck Wealth Strategies, LLC

Todd Strasser is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Wells Fargo, Northwestern Mutual, and Bank of the West. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored plans. The firm employs a top-down macro investment approach with tactical asset allocation and integrates third-party managers and options strategies in portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Wealth management Founder/Business Owner Executive Established Professionals
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Jacqueline M

Series 66

Rio Rancho, NM

Buck Wealth Strategies, LLC

Jacqueline Martinez is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Madison Avenue Securities and Raymond James Financial. Outside of her advisory role, her background includes experience with a dessert studio and event company. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and options strategies, and often works with outside money managers to implement client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Wealth management Founder/Business Owner Executive Established Professionals
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Brandon T

Series 65

Rio Rancho, NM

Buck Wealth Strategies, LLC

Brandon Thurgood is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 credential and eight years of industry experience. His prior roles include positions at Oxford Wealth Advisors, Townsquare Capital, and Horter Investment Management. Outside of advisory work, he is involved with E.A. Buck Financial Services, offering fixed life, health products, and fixed annuities. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach focused on tactical asset allocation, sector rotation, and growth/value frameworks, and is noted for its use of options strategies and engagement with third-party money managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Wealth management Founder/Business Owner Executive Established Professionals
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