I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
Qualifications: AAMS® Accredited Asset Management Specialist SM.Education: Bachelors of Business Administration, UHV, 2006, Accredited Asset Management Specialist, College for Financial Planning, 2009, 14 Years of Experience. I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct business in CA, AR, MO, WY, GA, VA, CT, IA, LA, IL, WA.AR Insurance #4569074.