Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CPWA®
Certified Private Wealth Advisor®CIMA®
Certified Investment Management Analyst®
Personal Interests
- Spending Time with Family
- Hunting
- Golfing
- Personal Fitness
Team Members
Leaine BairdSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Phone
(281) 328-5374Fax
(800) 778-2184Office Address
6200 Fm 2100 Ste 200Crosby, TX 77532opens in a new window
Mailing address
P O Box 431Crosby, TX 77532
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