 at Seamless.AI

Sales Development Representative

Volvo Cars West Houston

Sales Representative

American Honda Motor Company, Inc.

In-Shape Health Clubs

Certified Personal Trainer

Kai Koa

T7 Legacy

Founding Partner - T7 Legacy

Raymond James & Associates, Inc.

Vice President, Investments 

JPMorgan Chase & Co.

Private Client Advisor, JPMorgan Chase Bank, N.A.

Raymond James

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.  Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

 Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Financial Advisor

Fidelity Investments

Portfolio Specialist

Proactive Sales and Financial Representative

Many advisors today use Modern Portfolio Theory. You know it as, “portfolio diversification.” This method prioritizes the risk and return of the total portfolio over it’s individual investments. In its attempts to mitigate loss, wins are often marginalized, too.

Sectors move in and out of season just like produce in a grocery store. It is our responsibility to keep track of what’s in season and make changes when necessary. Our goal is for your portfolio to outperform and the key is investing in strong sectors, relative to the overall market. 

We don’t trade News, we trade indicators- managing your portfolio with a technical process that’s been used for over 100 years!


Benefits of Our Process give Corporate Executives, Business Owners and Physicians:

✅ Saved Time and Energy to Cultivate       Work/Life Balance
✅ Access to Video Market Updates Based on Unbiased Technical Analysis 
✅ A Financial Plan Catered to Your Needs and Financial Goals 
✅ Confidence in Knowing Your Portfolio Is Managed for Timely Success


Learn how we can help you achieve control over your financial goals, saving you time for important tasks in your busy life. Our initial meeting is online from the comfort of your home. 

Book your 20 minute discovery call today!

Glenn Holmes

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The Battle

Kai Koa

Glenn Holmes

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