Serving as a Trusted Financial Partner
I first started my career as a tax preparer, running my own small business consulting firm in Sugar Land, Texas. For more than two decades, I worked closely with a number of clients on their taxes, helping them find appropriate deductions and saving as much money as possible.
Over the years, I saw firsthand just how interwoven investments and taxes are. After a number of clients asked me about investment and financial advice, I realized that I wanted to be able to help them with these issues, rather than refer them elsewhere. By becoming a financial advisor with HD Vest Investment ServicesSM, I could offer them a comprehensive suite of services under one roof and I could tie together their investment and tax strategies.
While becoming a financial advisor was initially a business decision, it evolved into a passion. Every day, I look forward to the opportunities I have to make a difference in a client’s life and to help families create financial strategies that help them pursue their goals, whether it’s sending a child to college, taking a dream vacation, or living comfortably in retirement.
With decades of tax expertise, I develop financial strategies for clients that are not only realistic, but also aligned with their actual financial resources, goals, expectations, and tax implications. With ongoing guidance and personalized advice tailored to each client’s unique situation, I strive to serve as a long-term financial partner, empowering clients to feel confident with their future. Based in Sugar Land, Texas, I largely work with clients locally and in the greater Houston area. Contact me today to set up a commitment-free introductory meeting so you can learn how we can work together.