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Background
Parliamentarian for DFW Urban League Young Professionals
Financial advisor/planner with client-focused practice
Community organizer with involvement since age 15
Co-founder of 40 Acres organization with Russell Ballard
Young professional focused on building bridges within Black community
Professional Focus
Financial planning and advisory services
Client base requiring professional image and credibility
Recently upgraded vehicle for client presentation purposes
Interested in potential position at TIA (Texas Investment Association)
Focus on responsible investing and community impact
Active in movement since age 15
Background with NAACP and various nonprofits
Current role as Parliamentarian for DFW Urban League Young Professionals
Co-leads monthly book club studying "The Miseducation of the Negro" by Carter G. Woodson
Focused on bridging gap between educated Black professionals and community
Key Philosophy & Mission
Bridge Building : "There is a sentiment that is constantly growing that the learned scholars of the black community oftentimes get their education, get their skills, and don't come back and contribute in a meaningful way"
Long-term Commitment : Planning to commit "the next 15 years to help build the Urban League of Texas"
Coalition Building : Interested in fighting back against "growing influence of money in politics"
Partnership with Russell Ballard
Co-founder of 40 Acres organization
Monthly book club collaboration studying Black intellectual history
Shared focus on connecting educated Black professionals with community needs
Joint organizing efforts around Urban League activities
Financial Services Philosophy
Background in private equity where he had to "throw every black founder sim in the trash"
Moved to financial advisory to create more equitable system
Focuses on impact investing and community-oriented financial planning
Interested in clients who care about "direct community impact" not just returns
Political Engagement & Interests
Seriously considering running for office "soon"
Asked detailed questions about campaign infrastructure and political strategy
Concerned about influence of outside money in Texas politics
References Pennsylvania charter school donor and federal-level influence as examples of concern
Professional Development
Drives nice car for client credibility (transmission failure story with attorney meeting)
Considering vehicle upgrade if TIA position materializes
Understanding of professional image requirements in financial services
Network building through Urban League and community organizing
Interactions with Gary Sheng
2025-06-08 : First documented interaction at Urban League Young Professionals event
Discussed financial advisory business and client presentation needs
Shared perspectives on community organizing and political strategy
Exchanged contact information for potential future collaboration
Gary showed interest in his organizing work and business approach
Investment Philosophy & Approach
Previously worked in private equity with focus on "healthcare tech and legal tech"
Frustrated with traditional finance focus on "purely outside of the firm" returns
Now emphasizes "direct community impact" in investment approach
Seeks to "build a new system" rather than work within problematic existing structures
Strategic Interests & Goals
Running for political office in near future
Building coalitions to counter wealthy political influence
Strengthening Urban League as organizing vehicle
Connecting Black professionals with community impact work
Network & Connections
Strong ties to DFW Urban League Young Professionals network
Partnership with Russell Ballard on community organizing
Connections to financial services industry
Growing political network through organizing work
Austin/Texas Connections
Regular attendee at Urban League events across Texas
Understanding of Texas political landscape and challenges
Experience with 89th Texas legislative session outcomes
Knowledge of outside political influence in Texas
Key Quotes & Perspectives
On Community Responsibility : "The learned scholars of the black community oftentimes get their education, get their skills, and don't come back and contribute in a meaningful way"
On Political Money : Concerned about "growing influence of outside money from different states and private benefactors"
On Career Transition : Moved from traditional finance because "I really didn't want it to take me to the front of a race. I wanted to find a way to build a new system"
Potential Collaboration Areas with Gary
Impact investing and responsible finance
Community organizing and political strategy
Coalition building across professional networks
Integration of business success with social impact
Notes
Represents younger generation of Black professionals committed to community impact
Strong combination of financial expertise and organizing experience
Serious about political engagement and systemic change
Partnership with Russell Ballard creates potential bridge to Gary's existing network
Good example of professional using career platform for broader social mission