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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. He is currently active with several affiliated entities, including Madison Avenue Securities and E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, tactical asset allocation approach with a relative growth/value framework, primarily investing in equities, ETFs, and fixed income.
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 previously worked at firms including Madison Avenue Securities, Raymond James Financial, and Wells Fargo Advisors. Outside of financial services, she has experience in event coordination and the food industry, having worked with Corazon Event Company and Olo Dessert Studio. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and uses third-party tools to customize client risk profiles.
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 designation 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 and health products and fixed annuities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, and fixed income products.
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