Professional Profile:
I work with individual investors to define financial goals, creating a strategy to pursue those goals, and helping manage your behavior, emotions and investments to diligently execute the strategy we have implemented while delivering high customer service.
The process is based on my knowledge, integrity and transparency. My clients understand that investing involves patience and discipline which will allow them to manage their long term financial goals. I achieve this by asking questions and listening to your concerns.
Walgreen Pharmacist for 16 years. During my time there, I managed some of the busiest Pharmacies and won Pharmacy of the year several times. In 1999 I changed careers to pursue my passion of investing and helping individuals. I joined a national brokerage firm in July of 1999 and spent almost 17 years helping clients with their investment goals while providing excellent client service. In April 2016 I joined Wallstreet Texas to better serve my client base with an expanded universe of investments.
Professional Licenses:
Securities: Series 7, 63 and 66 - Registrations held with LPL Financial
Insurance: Group 1 - Life and Health
Education:
Bachelor of Pharmacy - University of Houston
Pre-Pharmacy - Houston Baptist University
Community Involvement:
Porcelain Painting Group
Volunteer at Senior Care Facility
Gardening Club