About My Practice
Are you having second thoughts about your current stewardship?
Is your current financial situation too complex to manage?
Can you verbalize your investment strategy to a friend or relative?
Streamline is a next generation financial planning firm, with $140MM of assets under management. But enough about us. Stop by our office sometime and see for yourself if we're a fit for what you are looking for in the land of financial advice.
Nearly 15 years of experience helping clients manage their wealth.
Former high school math teacher...I can explain your options to you in non-complicated financial terms.
4 years of collegiate swimming experience.
15 years of marriage.
10 years of parenthood.
Similar 10 years of consistent caffeine intake.
Current on my Duck Dynasty seasons.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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