- Investment Strategy
- Trading
- Market Analysis
EXPERIENCE:
Energetic and thorough, I work directly with pre-retirees and retirees to create and implement a variety of financial strategies to help you work towards your retirement goals. The most rewarding part of my job is helping to reduce doubt, fear and uncertainty for my clients and their financial futures.
EDUCATION & CREDENTIALS:
Bachelor’s degree in Finance from Brigham Young University in the Marriott School of Management
Member of McKinney Young Professionals and McKinney Chamber of Commerce
Holds a FINRA Series 7 and Series 66 securities registrations
Life and Health Insurance License
INTERESTS:
I am a big fan of the Dallas Mavericks, Dallas Cowboys and the Texas Rangers. In my spare time I enjoy playing sports, especially volleyball and basketball. I am fluent in Portuguese and enjoy spending time with my wife and two boys. We live in Lucas, Texas and you can usually find me there doing never-ending yardwork.
Approval # 1671592-062021