As a financial advisor with my CFP® designation, the foundation of my practice is to listen to my clients, provide excellent client service, and work diligently to assist them in defining and achieving their financial goals.
I have been active in business and civic affairs in Magnolia, Conroe, and the Woodlands for many years. I served on the board of the Montgomery County Youth Services for 15 years, was the charter president for the Southwest Montgomery County Lions Club and I am currently active in Business Networking International.
6318 F M 1488 Rd Ste 130
Magnolia, TX 77354
Phone: (936) 273-4355