Proper wealth planning requires a thoughtful, comprehensive approach for your short or long-term strategy. The tax and retirement suggestions I develop influences the choices I present. Investing does not have to be complicated, yet we can offer any type of investment from A to Z to implement your strategy. No two investment portfolios are the same.
Variable economic/market conditions require that most people shouldn’t allow daily headlines to modify their investment objectives, especially for longer term horizons.
What differentiates me from others is that I make house calls: I’ll come to you on your schedule. The effective use of planning scenarios and navigating the maze of different products can be daunting, but as a team, you and I make choices that may be best for your goals. Regular communication is the glue of our relationship.
After a 25 year career in the downstream energy business, I’ve been providing planning and investment advice to individuals, especially ‘head of household’ women (divorced/widowed) and business owners for more than 20 years. I enjoy big cat photography, travel and gardening when I’m away from my office.
State Securities Law Exam
Series 63 – Uniform Securities Agent State Law Examination
General Industry/Products Exam
SIE – Securities Industry Essentials Examination
Series 7 – General Securities Representative Examination
California, Florida, Georgia, Louisiana, Montana, New Mexico, North Carolina, Oklahoma, Oregon, Texas, Washington