I want full control of my own destiny. I want the freedom to succeed or fail on my own terms. The traditional financial industry is full of advice that is backed by nothing other than "that is just how it is done" and I want to be part of changing that.
I was born and raised in Houston, grew up in the Memorial area. I went to Memorial High School and Texas A&M University where I majored in Economics. I was raised primarily by my father who is a lawyer that emphasized the importance of financial responsibility. My interest in the financial world started in high school where I was a member of several financial/business related clubs.
Someone aged 25-35 that is interested in education about the financial world or wants to take the next step in their financial planning. Really anyone that doesn't like how the traditional financial industry does things.
Free Consultations on the inefficiencies of their portfolios due to taxes, fees or volatility
College / University
Texas A&M University
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you interested in learning about the taxes, fees and volatility associated with your savings and investments accounts?
Do you feel well educated on what your money is doing?
Are you interested in learning about finances in general?
Describe How You Would Like To Be Introduced Via Email
A financial strategist that focuses on educating people first and foremost