101 Summit Avenue
101 Summit Avenue, Suite 100Fort Worth, TX, 76102 817-870-1130
Mon-Fri: By Appointment Only
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
We strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
Our team of professionals have years of of experience in financial services. We can help you address your current and future needs.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We can help identify potential roadblocks and uncover hidden opportunities. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Certified Financial Planner (CFP®), Wealth Manager
I am a Certified Financial Planner (CFP®), National Social Security Advisor Certificate Holder (NSSA®) & Certified in Social Security Claiming Strategies (CSSCS) in Fort Worth, Texas.
Investment Advisor Representative
I am located in Fort Worth, TX. Certified in Social Security Claiming Strategies (CSSCS)
Vice President, Branch Manager
I’m proud to be the Branch Manager of the Fort Worth office for Cetera Investors and a National Social Security Advisor Certificate Holder(NSSA®) & Certified in Social Security Claiming Strategies(CSSCS).
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