Financial Advisor | LPL Financial
424.350.8158
My Services
I am committed to helping you achieve your financial goals. With a focus on understanding your unique needs, I always starting out asking, "Where are we? Where do we want to be? How do we get there?"
I provide personalized financial planning and management services at the comfort of your home. I offer a range of services tailored to meet and understand your needs, not serve my own.
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Investment Education
Empowering you with knowledge to make informed decisions.
Small Business 401k Design
& Management
Tailored plans for small businesses.
Estate Planning Assistance
Secure your legacy with comprehensive estate planning.
Life Insurance
Protect your loved ones with the right life insurance plans.
IRA Management
Ensuring your individual retirement account is managed effectively.
401K Rollovers
Seamlessly transition your 401K to align with your goals.
Trust Account Management
Professional management of your trust accounts.
CPA Referrals
Connect with trusted CPA professionals.