For over 20 years, my clients have taught me the value of planning and process. We start by examining your financial situation top down and bottom up. From there, we identify coordination gaps and missed financial planning opportunities, essentially providing strategies that could better achieve your individual goals and objectives. This multi-disciplinary approach helps keep important things from falling through the cracks. My clients have found that the difference between having partial or incomplete plans and having their financial planning done as well as possible is the difference between confusion, angst and unease; and having greater confidence, clarity and sense of security that their financial objectives will be met.
Education – B.A., Rice University
Designations – CERTIFIED FINANCIAL PLANNERTM (CFP®)
Certified Public Accountant* (CPA) Licensed but not practicing on behalf Osaic FA. This firm is not a CPA firm.