Now more than ever, it is important to have a long-term financial plan in place. Whether you are closing in on your target retirement date or just starting to set a little money aside, the decisions you make today can have a tremendous impact on your future. That is why I am pleased to help serve the community at Amplify Credit Union and help our members build their financial future.
For the past two decades, I have helped countless Texans make their plans for retirement a reality. My greatest pride as a Financial Advisor with CUSO Financial Services, L.P. (CFS*) is my ability to help families navigate complex financial challenges. The ebb and flow of financial markets can be confusing in the best of times, and my goal is to empower you to make informed decisions about your financial future.
My clients choose to work with me because they know that I will be a true advocate for their financial success. Good financial advisors know the products and services - great financial advisors take time to understand the client. Should you choose to work with me, you’ll find someone committed to building a tailor financial plan that will meet your lifelong needs. Together, we can make sure that you and your loved ones are prepared for whatever life sends your way.
* 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.