Personal Information
Organização/Local de trabalho
Plano, Texas United States
Cargo
Wealth Manager
Setor
Finance / Banking / Insurance
Sobre
Over 24 years of extensive experience in all aspects of Wealth Management for the Individual and the Small Business Owner. Utilizing a fee-based model covering all facets of a financial plan. Lasting financial relationships that offer honest, independent, objective advice.
I help simplify the day to day management of my clients wealth freeing them up to concentrate on building the quality of life they desire for themselves and their family. This is accomplished by taking an independent holistic approach which encompasses all aspects of your wealth. Specific areas of experience include but are not limited to investment management, estate settlement, managing an inheritance, and eldercare
Marcadores
irs
2012
taxes
Ver mais
Documentos
(3)Personal Information
Organização/Local de trabalho
Plano, Texas United States
Cargo
Wealth Manager
Setor
Finance / Banking / Insurance
Sobre
Over 24 years of extensive experience in all aspects of Wealth Management for the Individual and the Small Business Owner. Utilizing a fee-based model covering all facets of a financial plan. Lasting financial relationships that offer honest, independent, objective advice.
I help simplify the day to day management of my clients wealth freeing them up to concentrate on building the quality of life they desire for themselves and their family. This is accomplished by taking an independent holistic approach which encompasses all aspects of your wealth. Specific areas of experience include but are not limited to investment management, estate settlement, managing an inheritance, and eldercare
Marcadores
irs
2012
taxes
Ver mais