Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- Information Technology Professionals
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Football
- Hockey
- Hunting
- Rugby
- Scuba Diving
Team Members
Marshall KubeAssociate Financial AdvisorAAMS™
Aimee JostrandSr. Branch Office AdministratorFPQP®
Karen NewkirkSr. Branch Office Administrator
Send Me a Message
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Phone
(972) 548-5027Fax
(855) 206-2379Office Address
430 S State Hwy 5Fairview, TX 75069opens in a new window
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