I'm so glad you're here. My office is located in the beautiful East Texas town of Tyler, where I have been a financial advisor for over 24 years.
I often host educational workshops, participate in volunteer activities, and invest in the people in my area. I specialize in:
- Retirement Planning
- Estate Strategies
- Wealth Transfer Planning
- Life Insurance
- Education Funding Strategies
- Solutions for Businesses
Let's Build Your Financial House
Creating a strong financial plan is similar to designing a house—a solid foundation is needed that can withstand the test of time. Let's partner together to ensure your foundation has the necessary components, like debt management strategy, income protection and more.