Focus: Insurance Strategies, Business Owners, Military, Financial Education, Risk Management Strategies, Business Succession Planning, Group Benefits, Retirement Income Planning, Estate Planning, Investment Strategies, College Funding Strategies, LGBTQ
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
University of North Texas, MBA
Campbell University, BBA
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Member of the Grayson County Bar Association
Board Member for The Child and Family Guidance Center (2014-2016)
Check the background of this investment professional on FINRA’s BrokerCheck
111 S. Travis
Sherman, TX 75090