Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Divorce Finances
- Retirement Income Strategies
- Estate & Legacy Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Golfing
- Personal Fitness
- Skiing
- Traveling
- Real Estate
Team Members
Paula BaileySr. Branch Office Administrator
Amanda MartinezSr. Branch Office Administrator
Send Me a Message
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Phone
(936) 634-6116Fax
(888) 579-3955Office Address
321 South FirstLufkin, TX 75901opens in a new window
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