I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
I am licensed and registered to conduct business in TX.
Areas of Focus:
Investment Advice
Income Tax Planning Strategies
Retirement Planning Strategies
Domestic Partner Planning
Protection and Insurance
Estate Planning Strategies
Charitable Giving
Family Planning/Family Changes
Saving for Education
Asset Allocation
Employee Stock Options
General Financial Planning