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.

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Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Charitable Giving

Community participation

  • We support a variety of local causes with volunteer participation from our families and clients.
  • We have an on-going relationship with Children's Health - Children's Medical Center Plano throughout the year, with our annual Stuffed Animal Drive, and various volunteer activities.