About My Practice
Located in "Market Street" in The Woodlands, our unique Financial Life Planning approach is designed to help you clarify your Vision for the future, and create a comprehensive Financial Plan to support your vision.
The goal of our diverse team of CERTIFIED FINANCIAL PLANNERTM
professionals and our CHARTERED RETIREMENT PLANNING COUNSELORSM
professionals is to focus on your Plan, so you can focus on Life.
Experience
My financial planning career began in 1992, and through my association with LPL Financial,
I focus on assisting families and individuals in the areas of financial planning and investment management. As an Independent Advisor, I am free to help my clients select from a very wide range of investments and insurance plans without the conflicts of interest that many firms possess. Currently, I am licensed to offer securities in 29 states. Conducting educational seminars on a variety of entertaining topics for both companies and the general public are something I enjoy.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 26, 63, 66
Insurance Licenses
Life insurance: TX, LA, VA, ID, AZ, AL, OK, VA, WV, Health/disability insurance: TX, LA, VA, ID, AZ, AL, Fixed annuities: TX, LA,, Variable annuities: TX, LA, VA, ID, WV
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
Broker-Dealer Affiliation
LPL Financial
Broker-Dealer Disclaimer
Securities offered through LPL Financial, Member FINRA/SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
