With over 2o years in the business, we offer experience, and professionalism. You are not just another account.
We focus on truly knowing you, your family then your financial needs and goals and providing ways to not only achieve those goals but surpass expectations for your future and the future of those you love most.
The past several years have brought with them dramatic changes to the world financial markets. Now more than ever, it takes patience and diligence to be successful at investing. Those are the qualities that I have focused on throughout my working relationship with you, while developing investment strategies tailored to address your specific financial needs.
Managing for the future can be easier with a professional by your side. As your Wealth Advisor, my mission is to fully understand your individual circumstances and tailor your financial goals to achieve success for all stages of life. Personalized advice to fit your goals and aspirations for future.
We are a team focused on building long term relationships to create dreams., goals, and legacies. We understand finances and keep up to date on current events. Most people avoid dealing with finances because they can be intimidating and complex. We guide you through every step of the way, that fits your unique financial situation.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your financial plan every year, or before any major life transition.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
5017 122nd Street Suite #104 Lubbock, Texas 79424, United States
Monday - Thursday: 8am - 4pm Lunch 12-1pm
Fri: 8am-3pm
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC The LPL Financial Representative associated with this website may discuss and/or transact securities only with residents of the following states: NM, TN and TX.
To check the background of the investment professionals associated with this site. Visit FINRA's BrokerCheck.
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LPL Financial
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