CUSO Financial Services, L.P.
My commitment to members is centered on education. I help members achieve and maintain financial success throughout all life stages. A large part of this process is to help members realize that asset management encompasses more than just their investments. Truly understanding your goals and needs, building a personalized investment program, and revisiting those points throughout the year are all parts of the asset management process. I take time to get to know all parts of a member’s financial situation and put together a comprehensive investment strategy that can help guide them throughout their lifetime. I look forward to working with you!
- Active Securities License (Series 7, 63, and 66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS)
- Securities licensed in the states of: AL, AR, AZ, CA, CO, FL, MA, MN, MO, MT, NY, OR, PA, TX, VA, and WA
- Life, Accident, and Health Insurance licensed in the state of Texas
Schedule an Appointment
Amplify Wealth Management provides an investment advisor registered through CFS who will sit with you to understand what is important to your financial success. Whether you are looking for investment advice, education planning, estate planning, or growing your business-- they can help you.
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Invest on Your Own
If you like to make your own investment decisions, Amplify Wealth Management provides a solution through CFS for online investing in stocks, options, and mutual funds. The platform provides quotes, charts, analyses, and tools to help you screen mutual funds. This tool gives you 24-hour access to the information you need.