My Profile | Network In Action
  • Basic Information

  • Company
    Edward Jones
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    There are things I wish I had known in my 20s starting my career about the value of time in saving for retirement & investing. I work with families & small businesses to give them an advantage in preparing for retirement.
  • About me
    My passion is to help. I’ve spent a career in non-profits, education, & community organizations. Now I help my clients live the retirement they’ve always dreamed of.
  • Profession
    Financial Advisor
  • Title
    Financial Advisor
  • Hobbies and interest
    Kids & family, golf, travel, sports
  • Website
  • Contact Information

  • City / Town
    The Woodlands
  • State
  • Zip
  • Country
    United States
  • Special offers to the group
    Free consultation & discounted services up to 20%
  • Facebook Business Page URL
  • Education

  • College / University
    University of Houston
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    1) Have you thought about when you want to retire?
    2) What does your dream retirement look like?
    3) Do you know how much that will cost & how certain are you that you will be able to afford that dream?
  • Describe How You Would Like To Be Introduced Via Email
    Email, phone, or in person introduction.