

Focus Areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
Focus Areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Volunteering
- Farming
- Traveling
- Active Lifestyle
Team Members
Sarah PerezSr. Branch Office Administrator
Send Me a Message
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Phone
(806) 296-0090Fax
(877) 233-9785Office Address
415 Baltimore RdPlainview, TX 79072opens in a new window
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