Email Address: firstname.lastname@example.orgCell (Preferred): 830-992-5676Office Phone: 210-460-6667Fax: 210-460-6668
Offices in Fredericksburg TX
My job is to know each client well enough to understand their financial goals, personal risk tolerance, time horizon, and investor experience. I then apply my experience and knowledge of financial instruments to help them pursue their goals.
• Series 6, 63, 65, 7
• Texas Life and Health Licenses
• Texas Local Recording Agent License
• LUTC-F Designation
Securities registrations are held through LPL Financial.
- Hill Country Historical Foundation – Officer
- Fredericksburg Chamber of Commerce – Past Chairman and Ambassador
- Friends of Enchanted Rock – Volunteer
- Hill Country Alliance Dark Sky Team member
PRODUCTS AND SERVICES
- Retirement Planning
- IRAs – 401k
- Life Insurance – term, permanent, estate planning.
- Income Planning
- Long Term Care Insurance
- Disability Income Insurance
- Health Insurance
- Investment Strategies
- College Funding
Securities offered through LPL Financial, Member FINRA/SIPC