Efficient with
your time,
money,
and goals.

Bobak is the first American born of two immigrants. He was taught the value of hard work and dedication by his mother, Carmen, who was brought to America as an infant through the migrant worker program in the 50s, and his father, Morteza Khodaie, who immigrated from Iran as a college student in the 70s. They instilled in Bobak the ideals of selflessness and gratitude through helping others.

The immigrant mindset has been ingrained in Bobak’s DNA; Family is the most important thing in his life. He cares deeply about the people entrusted to him. He feels a deep commitment to the success of his team.

Bobak was born and raised in the beautiful state of New Mexico. He played junior college soccer at Mesa Community College in Arizona before returning to Albuquerque to graduate with his BA in Economics and MBA in Finance from the University of New Mexico.

Bobak is a loving and caring husband to Mariana Khodaie. She was the first American born in her family. Bobak is also the father of two amazing young girls.

When he is not working, he enjoys spending time with his family, at his daughter Nadia’s sporting events (she takes after Mariana, A D1 Tennis player), working out, and golfing. “

LUTCF®

The client’s financial goals may include preparing for milestone life events like retirement or college, protecting their family’s future, or simply seeking insurance protection. Travis brings an elevated level of attention, insight, and capability. After analyzing the current financial situation, he helps identify financial goals and barriers, illustrates a plan of action to pursue goals and deal with concerns, identifies gaps, and offers solutions to help fill them through various Financial Planning Strategies. A University of Texas graduate, Travis enjoys everything outdoors with his wife and children.

CFA, CAIA, CPWA®

Ryan joins the Capital Strategies team with over 16 years of experience in the financial services industry. At Invesco / Oppenheimer Funds, he managed Independents, registered investment advisors, and wire houses. His education and experiences allow him to wholistically analyze the client’s financials and construct an investment plan to achieve the client’s financial goals. He is a CFA® Charterholder, a Chartered Alternative Investment Specialist, and a CFA Institute and CFA Society of Dallas/Ft Worth member.

Ryan is responsible for developing a robust wealth management platform with multiple options that will enable our financial professionals to better serve their clients and prospects. He is committed to serving the Capital Strategies Financial Professionals by participating in client and prospect meetings to offer his knowledge of the economy and investment strategies. He brings to the meeting an understanding of behavioral finance which allows him to better communicate and understand the client and their concerns.

When he is not helping people with their financial future, he enjoys spending time with his wife, Allie, and his young son, Leighton, and together they are excited to welcome baby boy number two in the fall. He also enjoys golfing, hunting, and fishing.

CFP®, ChFC®, CLU®

Combining his 27 years of professional financial planning practice, Michael serves as the Advanced Markets Director for Capital Strategies, focusing on complex planning solutions. With his passion for education, Michael also focuses on providing world-class financial advice to clients and fellow financial professionals. As Director of the Capital Solutions Group*, a division of Capital Strategies, Michael’s responsibilities include developing and overseeing the Capital Strategies financial planning department and associated specialists in coordination with Capital Strategies growth initiatives. Michael and his wife Jill reside in northwest Austin and have four adult daughters with whom they enjoy spending time.