As a Financial Advisor, I believes success should be measured not just by your financial well-being, but by how confident you feel about your future.
My mission is to help you reach your financial goals through personalized, knowledgeable advice.
Whether you are looking for investment strategies, retirement income, funding for a child's education, or estate or tax planning strategies, I will work with you on your terms. I will help you analyze where you are today, help you clarify where you want to be financially, then collaborate with you to develop customized strategy designed to help you meet your goals.
I implement that strategy for the client, monitor their accounts and make changes when necessary as market or economic conditions warrant to help them stay on track toward their investment goals.
Education & Credentials
Texas Tech University
Bachelor of Science, Family Financial Planning
Series 7, Series 63 and Series 66
Texas Life Accident and Health Insurance