Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • REBC® Registered Employee Benefit Consultant
  • RHU® Registered Health Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BBA Personnel Management, TEXAS A&M UNIVERSITY COMMERCE, Commerce, TX 1972

Professional associations

  • SOCIETY OF FINANCIAL SERVICES PROFESSIONALS

Interests

  • I am an avid skier & enjoy the Rocky Mountains
  • I am an avid golfer & golf on days that end in "Y"
  • I am a student of financial planning issues
  • I enjoy time with my Granddaughter, Brooke Elizabeth