5032 South Bur Oak Place
Working With Us
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
An amusing and whimsical look at behavioral finance best practices for investors.
A personal approach
We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
The Cost of Procrastination
Mark Twain famously quipped, “Never put off until tomorrow what you can do the day after tomorrow,”
LPL Financial Advisor
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.