Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

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

Professional associations

  • SOCIETY OF FINANCIAL SERVICES PROFESSIONALS