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Let us help plan your brighter future!
Let us help plan your brighter future!
We begin by documenting your goals and offer expert advice on how we can meet them using financial opportunities. This advice is tailored to your specific needs, whether you have an existing portfolio or are establishing an initial one. I offer unbiased recommendations and impartial guidance for a client base I believe requires experienced advice.
I am passionate about advising and assisting both individuals and especially small business with implementing diverse portfolios, managing assets, analyzing market trends, and minimizing financial risk. My goal? To safeguard the dreams you strive to achieve and the assets you have worked so hard to accumulate. I utilize investments and strategies designed to meet your risk tolerance and allow for the opportunity to participate or hedge with market volatility. I also want to help you establish goals to meet the road ahead including TaaS (Transportation as a Service), IoT (Internet of Things), IoE (Internet of Everything), IaaS (Infrastructure as a Service), space future tech and 5G communications.
I received my securities registrations in 1987. I also have my insurance licenses which include Life, Annuity, Health and Disability. I believe in people empowering their freedom by being financially independent. Adapting, growing and maintaining or increasing client lifestyles is important to my defining my career's purpose and success. I have a 12 year old son who wants to be a veterinarian. We also have a cat. My outside activities include biking, jogging, hiking on trails or blazing new ones, supporting indigenous peoples around the world, swimming, golf, tennis, reading, painting, travel and equestrian adventures. My hope lies in open-minded mentors, without whom I would not have been able to clearly define my beliefs by pursuing the facts in order to make informed decisions. Working hard to obtain your goals, and picking yourself up no matter how many times to reach them, is courageous but also rewarding. I obtained my BA from Southern Methodist University and my MS in Real Estate Development from
New York University.
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Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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