For over 18 years, I’ve been committed to helping my clients simplify the complex world of financial management and growing their financial wealth. One of the aspects that drew me to this industry is my entrepreneurial spirit along with my desire to build and grow my own business while working alongside a strong team. At Frisco Financial Group, we believe in supporting our advisors through mentorship, training and providing an aggressive compensation program.
Throughout my career, I’ve been recognized for many awards. One of my proudest accomplishments is my role as President/Principal Director which I obtained due to my experience and by providing consistent management results. In this role, I am responsible for finding the right advisors to join our team, while also managing successful portfolios for my clients.
I help to organize my clients’ financial ‘junk drawer’. I work with professionals and families to obtain a holistic perspective of their financial situation and put together a comprehensive wealth management plan using the Living Balance Sheet®. Once we have your goals in place, we customize and tailor a plan based on process, not on products. As a result of having longstanding relationships with several of my clients, I’m the person they turn to when they have financial questions. I’m blessed to call many of these clients my close friends.
If you are interested in exploring an opportunity as one of our Advisors, or have any financial management questions, please contact me at firstname.lastname@example.org or (972) 455-8005.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M41449.