Financial matters and economic literacy has always been a profound interest of mine. I take pride in the education and experience I have gained through out my professional life. Not only do I find continuous joy in expanding my knowledge and understanding in financial strategy, I also believe it is a moral responsibility to educate my community on how to further advance and secure a prosperous future.
About me
I was born and raised in Houston, Texas and graduated from Texas A&M University. Prior to attending A&M, I played baseball at Texarkana College. I am an avid Houston sports fan and attend as many games as I can. I am getting married in December and looking forward to begin this next phase of my life.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) Have you ever worked with a financial strategist before?
2) How confident do you feel in your current retirement plans?
3) Are you worried about taxes rising in the future?