Thank you stopping by our corner on the world wide web. I have been in the financial services industry for 38 years. My practice encompasses a variety of “safe” money functions, as well as designing plans for pre-retirees, retirees and business owners to minimize taxes. I also create TAX-FREE income strategies for my clients, their children, and their grandchildren. I’m a Houston representative for the national 501C3 non-profit charitable organization Foundation for Financial Education.
If you have any questions or need direct consultation, please contact me for an appointment today!