Welcome! As a Certified Financial Planner™ since 1988 I have helped my clients navigate many ups and downs in the financial markets. A CFP® must complete extensive training and is held to the highest ethical and educational standards. Throughout my career I have acted as a fiduciary, which means I put my clients interest ahead of my own interests.
It is an honor to help people set and achieve their goals for their families, and their retirement.
My company believes that good financial decisions don't have to be confusing. We provide investment philosophies that can help you make the most of your money and help achieve your financial goals.”
As a financial practitioner I can:
So let’s get to work and plan your future!
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
We strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
** "Texas Monthly and Five Star Professionals partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average one-year client retention rate for this year's award winners is more than 96%... This group represents less than 3% of wealth managers in the Houston region". The FIVE Star Award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity. http://ww2.fivestarprofessional.com/wm_research_stats .