David Rust and Shane Moore are recognized wealth advisors with a combined experience of over forty years. Their passion for changing the status quo of financial advice should spur every financial advisor who reads this book to do more for his clients and it should spur every investor to ask for more from their advisors.
They are cofounders of Quartz Financial, a comprehensive wealth management and financial planning firm specializing in the unique issues sudden wealth events bring. Before co-founding Quartz, they held senior advisory positions with major investment, insurance, and private banking firms counseling wealthy families and training other advisors and agents.
David, a graduate of The University of Texas, is a Chartered Financial Consultant ChFC®, Accredited
Asset Management Specialist, and Chartered Retirement Plans Specialist. He holds series 7, 63, and 66 securities registrations with LPL Financial, and a Group 1 Life and Variable Contract Insurance License.
Shane, a graduate of Texas Tech University (MS-Finance), is a CERTIFIED FINANCIAL PLANNER™ professional. He holds series 7, 24, 53, 63 and 66 securities registrations with LPL Financial and a Group 1 Life and Variable Contract Insurance License.