Austin, Texas, United States
I guide clients toward financial goals with personalized strategies spanning investments, risk management, and estate planning. Starting with attentive listening, I craft tailored financial plans to achieve their objectives. My objective advice, rooted in continuous education and professional development, is delivered in clear language. I was recognized by Forbes as a Best-in-State Wealth Advisor* in 2018, 2019, 2021, 2022 and 2023. Born in Lubbock, TX, and raised across West Texas, with high school years in Lubbock, my Texas roots run deep. *Awarded in 2018, 2019, 2021, 2022, and 2023. The 2023 Forbes Best-in-State Wealth Advisors rating was presented in April 2023 using data gathered from June 2021 to June 2022 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria. Investment performance is not a criterion. Self completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. -- Securities and advisory services offered through &PARTNERS℠, a registered broker-dealer and investment advisor, member FINRA/SIPC. CA Insurance License #4286258 Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments. This post is for general informational purposes only and does not constitute a recommendation or solicitation to buy or sell any security or make any other type of investment or investment decision. Any views presented in this post are solely those of the author and do not necessarily represent those of &Partners.