With over 38 years of Investment management experience, Lloyd enjoys working with individuals and families in all stages of their lives. He offers long-term investment advice and asset management, taking into consideration each individual's risk tolerance. Lloyd advises clients on wealth accumulation, preparing for major life events, and planning for lifelong security.
Lloyd obtained his Bachelors of Business Administration from Texas A&M University in 1986. In his spare time, he enjoys ranching, woodworking, and following local sports.