Team Networking
Financial Services focusing on the individual investor and independent business owner. I find out what’s important to you, use my establish process that I personalize for you, then set goals for you and partner together throughout your life to keep you on track to meet those goals
1922
National Accounts Manager, managing assets for big box retailers
Personalized process for each client for maximum success in reaching financial goals whilst being tax efficient
North of 300k in investable assets , or auto contributes on monthly basis, retirement and business planning , looking for tax efficiency
Heritage Guild of Collin County, Board of Directors McKinney Historic Neighborhood Association, Board or Directors