FINANCIAL INDEPENDENCE
TO YOUR SUCCESS
COMMITTED
STRENGTH & STABILITY
COMPREHENSIVE PLANNING
FOR EVERY GENERATION
Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
ABOUT USrelationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
Phone Number
(214) 987-5231About Me
For more than 35 years I have worked in the financial services sector working closely with clients to develop and implement financial plans and investment strategies that are tailored to their unique goals and financial needs. Using a data driven holistic approach I provide clients with comprehensive wealth management, including investment planning, portfolio management, asset allocation, risk tolerance, risk management, estate planning and retirement planning.
Prior to joining HilltopSecurities in August of 2024, I have worked as a Wealth Consultant at Truist Advisory Services for 8 years and held wealth management roles at Royal Bank of Canada, Credit Suisse Securities, Alex. Brown, and Bear Stearns.
Licenses
- Series 7
- Series 63
- Series 65
Education
- BBA in Finance from Baylor University
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.