Matt Lohec

In my time at Baylor University, I have uncovered what I believe my true calling in a career is. The career I desire is one with true purpose, and the unique business relationship between advisor and client, is one that cannot be found in many industries. To have a direct impact on an individual's quality of life is an opportunity that immediately drew me to this industry, and I believe I have the financial foundation, and experience that have given me the qualities to make a meaningful impact in the role.

In my experience with the Waco Bottling Co., I have spent the past year and a half developing and strengthening relationships with new and existing clients alike, as Project Development Manager. I am tasked to provide guidance to each client through each stage of the project life cycle and I am introduced to new clients every day and find the optimal relationships for both our clients and Waco Bottling Co. I managed over 80 accounts and brought in over $30,000 in new contacts.

This valuable and unique experience I have been able to be involved with, while building my foundation of financial skills, achieving a 3.43 cumulative average at Baylor University, is a portfolio that I believe qualifies me for this industry.