Howdy! I am a proud Aggie and Texan. When I'm not studying numbers and the stock market, you can find me spending time with my fiance running, playing with my dog, playing drums, or traveling. I'm passionate about what I do and helping secure my client's financial future. I love networking, so please do not hesitate to reach out and schedule a one to one with me! I look forward to chatting.
Individual that is a business owner or W-2 employee that either wants an audit on their current investments or is interested in financial planning, learning more about the stock market, or needs help with personal finance.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
When was the last time someone did a risk audit of your investments?
Do you have a financial plan in place for retirement?
Do you know how much you'll need to retire?
How does your home fit into your financial plan?