Team profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Investment Management
  • Retirement Plan Distribution

Community participation

East Texas Food Bank - Tyler, TX

  • Invest in Others, Volunteer of the Year Award 2022