With 34 years of financial experience, I assist individuals and businesses with their long-term financial goals. I help clients focus on estate investment planning issues and work with their attorney and tax professional in developing each individual estate plan.
I am FINRA Series 7 and Series 65 registered, and hold the professional designation of Accredited Asset Management Specialist and Accredited Wealth Management Advisor.
My areas of focus include retirement planning and estate planning strategies. I work directly with my clients to help ensure that they understand their investments. I assist them in developing personalized plans to help them reach their financial goals. I have been given the Premier Advisor distinction since joining Wells Fargo Advisors, from 2008-2010, 2012-2020. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
I am a graduate of Nacogdoches High School and Stephen F. Austin State University. I have been married to my high school sweetheart for 37 years. Mike and I are members of First Baptist Church Nacogdoches.
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