I am a trusted and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. I have a degree in economics and accounting from the University of Houston and also a certified public accountant.
After 15+ years working within Corporate Industry and as an experienced Entrepreneur, I made the decision to assist individuals and entrepreneurs with their long-term financial goals. Since then, I have worked with many clients to help them understand, choose, and invest in the appropriate plan. As an Entrepreneur, you have many choices on setting up a 401k plan for you and your family and your employees. As a financial planner, my main goal is to partner with you in making well-informed decisions on what is right for your business.
I always listen to your specific situation, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that I devote to my own. With an extensive background personally, I understand the challenges that a business owner faces on a daily basis. I look forward to being your trusted advisor and resource as you build a secure long-term plan an exit strategy.