Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
I hold Series 7, Series 63, Texas Insurance and Variable Annuities licenses.
I graduated from Baylor University with a BBA in Finance.
I have worked with the company since 1991 and have been part of this team since 1993.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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