Liberty Hill TX 78642
After 25 years of Institutional Investment Sales, I began working with small business owners and individuals interested in 401k plan and asset allocation advice, social security optimization and asset distribution plans. After earning the UT Austin Certificate in Financial Planning and the Fi360 Accredited Investment Fiduciary designation, I'm now focused on age 60+ investors and retirees seeking Healthcare coverage, Medicare Plans, Long Term Care and maximized Social Security benefits for a secure second half of life.
