what to
expect
I'm an experienced financial planner that looks at whole pictures, not just the financial side of the equation. Money is personal, I help define what that is for you and help you get there.
a little
about me
I'm a financial planner located in Dallas, TX with a background in entrepreneurship. I work with business owners and executives to enhance their overall being both with their wealth and life. This is my spot on the internet to share my thoughts on many things. To read more, go here.
