About My Practice
My practice is focused in two primary areas. First, I work with small business owners, who are typically physicians and dentists, that either own their own practice or can be employed as an independent contractor. I focus on comprehensive financial planning solutions that address the 13 wealth management issues that have proven over time to be of the greatest concern to all business owners. The complexity of the business issues, intertwined with their personal desires, make this the perfect situation for financial planning. My experience with this group of clients can be translated to any small business owner-type situation.
Second, I help individuals/families navigate their ever changing financial situation by bringing a financial planning perspective to their individualized situation. I utilize available resources in order to develop personalized solutions that aim to reduce taxes, reduce their fear of financial loss and give them the greatest chance of attaining their financial goals. For those at or close to retirement, I strive to match a clients assets up with their liabilities and create a portfolio that uses both time and diversification to help mitigate risk. I follow the core principles of strategy first (TM), consideration for taxes and being fee sensitive.
I know I can help you so the next step is yours.
My financial planning practice started in 1984 and has evolved over the years to where I am now. I started working with families and small business owners, who are primarily dentists and physicians, in 1995 and as such, I feel I have a better understanding of the unique challenges business owners face every day in their business. My past positions include the head of the financial planning department for a Houston based investment advisory firm and the VP in the financial planning department for a savings and loan, as well as being a sole practitioner.
Registrations, Licenses, Certifications & Affiliations
Life insurance: TX, Health/disability insurance: TX, Fixed annuities: TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified Wealth Strategist (CWS (R))
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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