About My Practice
I provide sound financial advice to help my clients achieve financial independence. My clients appreciate a thorough, honest approach to managing their hard-earned money. Working together, we can develop a realistic, effective financial plan to help you feel secure, informed and in control, on the road to financial freedom.
My clients are busy, successful people. I help them maintain their financial focus so they can achieve the financial goals that are most important to them and their families, both now and in the future.
7 years experience as a Financial Planner and over 25 years business experience.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: TX, CO, CA, Health/disability insurance: TX, CO, CA, Fixed annuities: TX, CO, CA, Variable annuities: TX, CO, CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Planning Counselor (CRPC®)
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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