I take great pride in helping my clients prepare for upcoming life events. Whether you’re saving for retirement, estate planning, or the next generation of college students in your family, my primary goal is to help you make well-informed decisions on what types of investments are right for you. I begin by carefully listening to your hopes and dreams as well as your prior experiences and concerns; I ground my recommendations in a personal financial plan that addresses potential investments - including benefits, risks, and tax issues - and how they uniquely apply to you.
I have assisted the residents of Austin and Georgetown with their financial planning needs since 2011. When I’m not coaching my clients, you’ll find me coaching my daughters at the softball fields and actively volunteering with Meals on Wheels and Habitat for Humanity. I consider it a privilege to serve the members of Amplify Credit Union– formerly IBM Texas Employees FCU – as a Financial Advisor with CUSO Financial Services, L.P. (CFS*). Schedule a 30-minute meeting and let’s begin planning the next 30 years of your life.
Able to conduct business in Spanish.
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Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact on your ability to achieve your financial goals.
If you're like most people, it's not that you don't appreciate the value of life insurance. In fact, many people believe they need more coverage. You probably wouldn't mind owning additional life insurance. It's just that you don't want to buy it.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Financial Advisors are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.