Being raised in a small town in Colorado, I was about as far away from Wall Street as you could get. The nearest mall was two hours in any direction, and the nearest airport was four hours in any direction. Like a lot of people, I was never taught in-depth about investing and money management from my parents, my high school or even my college.
So, when my wife and I got married, I knew I needed help. We took a well-known class about reducing debt and building wealth. That was a decade ago, and the principles have stuck with us ever since. That's when I started to get passionate about helping others like me learn how to work with their money.
When it comes to money, I've discovered that most people need help in at least one of these four areas:
1. Organizing it
2. Building it
3. Protecting it
4. Transferring it
There are a lot of products and investments out there on the market. Being efficient by choosing the right one to help accomplish the goal is imperative. That's what I help with. You wouldn't use a screwdriver to tighten a nut, and likewise you wouldn't use a wrench to drive in a screw.
Therefore, I want to learn what you value and what's important to you so that I can use my established process to help put you on the track toward success and walk with you throughout your life making sure you're still on track.
Everyone ends up somewhere in life; some end up there on purpose. Let's get together and make a plan!
My Personal Interests
Office Address7410 Golden Pond Place Ste 100
Amarillo, TX 79121
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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