As a financial advisor, I believe that success should be measured not just by your financial well-being, but 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.
529 College Savings Accounts
SEP IRAs, ROTH IRAs, Traditional IRAs
Education & Credentials
Bachelor of Science, Family Financial Planning at Texas Tech University
Series 7, Series 63, and Series 66
Texas Life Accident and Health Insurance