My Mission
I am committed to helping my clients address their financial goals. I assist clients with building, preserving, and transferring their wealth in a tax efficient manner.

Services
I can help you evaluate your situation and develop strategies tailored to your individual goals and objectives. Whether your goal is to enjoy an independent retirement, pay for a child’s education, or protect your family from unexpected losses through insurance, some of the services include access to:

• Financial Planning
• Brokerage/Cash Management Accounts
• Wealth Accumulation Strategies
• Mutual Funds, Stocks, Bonds
• Insurance Planning
• College Planning
• Long Term Care Insurance
• Asset Allocation
• Experience

My experience and knowledge make me a valuable resource. I have 20 years of experience in the financial services industry and hold the following securities registrations through LPL Financial and licenses and professional designations.

Ongoing Support
I understand that investment and retirement planning is a long-term process. I offer continued support and personal, face-to-face service. I will meet with you at your convenience to help you design, and maintain, a customized investment program.

Your future won’t wait. The first step to addressing your goals is to meet with a qualified, professional, financial advisor. Please let me help you begin the steps today toward realizing your dreams for tomorrow.

Credentials

State Securities Law Exam
Series 63 – Uniform Securities Agent State Law Examination held through LPL Financial

General Industry/Products Exam
Series 7 – General Securities Representative Examination  held through LPL Financial
Series 6 – Investment Company Products/Variable Contracts Representative Examination  held through LPL Financial

State Registrations
Texas

SRO Registrations
FINRA

Additional Licenses & Registrations
Life, Health, and Variable Annuity Insurance Agent