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Specialties
“Everything that’s important in life requires planning, don’t let life plan you.
What’s your plan?” I help clients answer the question "Do I have enough?"
♥
Always free for clients.
CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Greater Texas|Aggieland Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Greater Texas Credit Union Aggieland Credit Union, Greater Texas Financial Solutions and Aggieland Financial Solutions are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Greater Texas Financial Solutions or Aggieland Financial Solutions, and may also be employees of Greater Texas Credit Union or Aggieland Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Greater Texas Credit Union, Aggieland Credit Union, Greater Texas Financial Solutions or Aggieland Financial Solutions. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value