As your Financial Advisor, my goal is to help you feel less stressed and more confident with your financial life and staying on track to achieve your goals. I've learned a lot since 1987 when I started my career. I have lived through the 1986 Crash, 1993-94 recession, the Dot.Com bust of 2000, 9/11, the 2008 Financial Crisis and now a worldwide Covid-19 health crisis in 2020. Thats a lot of knowledge to absorb but that is also one advantage of getting older. Its essential that we start with a plan to help you organize, consolidate and automate your financial life. Im here to help you with planned or sudden changes in your life. Im a CDFA - Certified Divorce Financial Analyst to better help those who have become suddenly single. I have taken the Collaborative law basic and advanced training which helps me give you a better understanding of the full financial picture and help you navigate these stressful times. Some of the ways I help clients are by navigating key times in their lives: Life Events: Divorce, Death, Job Changes Pre-marital Planning Planning Estate and pre-retirement planning strategies Education Planning for College and wealth transfers Ive resided in the DFW area since 1978. My Dad was career Army and a West Pointer. My Mom was a teacher and a native Texan so Texas was always our home state. Im an avid music lover and look forward to many concerts and festivals in the near future. Im focused on helping improve financial literacy throughout the state of Texas. In addition to being a member of the UT Arlington Financial Literacy Advisory Board, Ive developed a Financial Literacy program for teens using materials from the Dallas Federal Reserve. Sometimes we just need a neutral voice to help guide us through major life decisions. Please reach out to me at 972-450-6679 or and we can schedule a call or meeting. click here to make an appt: Series 7,63,65,31, General Insurance. NMLS# 1262078