How we work


Your investment strategies

Are you looking for a solid, yet strategic investment strategy that can help to build and protect wealth? With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. We’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance

Community participation

Our Office supports Airborne Angel Cadets of Texas, Dallas Citizens Fire Academy, Dallas Summer Musicals, Little Ones Ministries, Meals on Wheels, Austin Street Center and Ronald McDonald House of Dallas