Financial Advisor in Austin, TX
"I HELP PEOPLE BUILD A FUTURE THEY TRUST."
I grew up in a family of six that prided themselves on being financially disciplined and conservative. I was searching for a way to apply these concepts through my degree in Finance. As President of the Student Ambassadors for the McCoy College of Business, I met my mentor in the financial services industry. The rest, as they say, is history.
I joined the financial advising industry in 2010, during my senior year at Texas State University, and over the years I’ve actively pursued the professional licensing and training necessary to help a wide range of clients with their financial and retirement planning. I’ve presented these concepts to teachers, professionals, small business owners, and professional athletes. Regardless of their profession, everyone can benefit from asset protection* and tax-deferred growth my planning offers.
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified. Rather than focus on the first half of the game—strict accumulation—my concerns encompass the third and fourth quarters of life as well ensuring a balanced strategy that considers accumulation, distribution, risk and legacy. I welcome the opportunity to share these concepts with you. Please call me on my cell phone or message me using the form below.
Currently, Strategic Capital volunteers with six local school districts through our programs, “Never Been Absent (NBA)” and “Never Found Late (NFL).” These programs are a fun and interactive way to encourage student achievement and responsibility.
Strategies customized to your goals
When you select benefits, it's important to have a specialist who's intent on maximizing the value to your business. Business and HR leaders can sleep better and focus on their roles with the help of me and my team. We take your responsibilities as our own.
The strategic benefit choices put the people in the business front and center. I help you do this by navigating the benefits the marketplace with attention to the regulatory landscape. This empowers you to guide strategic decisions with confidence.
In the right context, the company is a powerful vehicle. Through strategic benefits selection it goes beyond a vehicle for employees to serve a marketplace. It also becomes a point of leverage to access benefits products with the advantages of a team.
Click the button below to let me know how I can help. I'll send you additional information that's personalized for your needs and reach out to schedule a time that we can talk.