I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. I am licensed and registered to conduct business in TX. Areas of Focus: Investment Advice Income Tax Planning Strategies Retirement Planning Strategies Domestic Partner Planning Protection and Insurance Estate Planning Strategies Charitable Giving Family Planning/Family Changes Saving for Education Asset Allocation Employee Stock Options General Financial Planning