Proudly serving DFW Metro, TX, GA, TN, KS, NV, CA
I provide personalized financial guidance to assist you in reaching your short/long term financial goals! As a Financial Associate my goal is to establish an ongoing financial relationship with you to help you reach your financial and life goals. Specializations include: • College Planning • Retirement Income Planning/Pre-Planning • Investment Management • Life/Health - Long-Term Care, Life Insurance, & Disability Income Insurance.
My office is centrally located to help service people in the surrounding areas of: Dallas-Fort Worth Metro Area . I am currently licensed to serve clients in Texas, Georgia, Tennessee, Kansas, Nevada, and California. Contact me to learn more or set up a Zoom appointment!
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Location
Allen Office
- Phone:
- 214-702-8184