About My Practice
Our mission is to provide our clients with financial planning services that are customized and designed uniquely to help them reach their goals.
We strive to support our clients in a capacity that is unmatched in the industry.
From wealth management, to insurance, to estate planning, our goal is to always have a comprehensive understanding of our clients needs and respond decisively, with great attention to detail.
Experience
Financial Services provider since 1990.
Several years of experience in estate and charitable planning.
Specialization includes business succession planning and employee benefits.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Insurance Licenses
Life insurance: Texas, Health/disability insurance: Texas, Property/casualty: Texas, Fixed annuities: Texas, Variable annuities: Texas
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
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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