Creating and Managing Wealth, LLC
620 N. Carroll Ave., Suite 150
Southlake, TX 76092
Summary of Approach
I seek to educate, assist, and partner with every client that I am fortunate enough to work with. My extensive background in insurance allows me a comprehensive risk management approach to providing sound holistic advice for any financial need that may arise. I love to help people and it is my sincere desire to make a positive impact on the world around me!
Years of Experience
Areas of Focus
I assist individuals and business owners with their strategy for both long term financial success and risk management. Educating women about money and investments is something that I am very passionate about! I speak at a monthly luncheon to various groups and organizations for women to provide them a resource and a direction for their overall financial well-being.
Licensing and Professional Registrations
- Life & Health
- Property & Casualty
- FINRA Series 66
- FINRA Series 7
- Fort Worth Chamber of Commerce
- National Association of Professional Women
- What Women Want – Ft. Worth Chapter
- Active Member of Common Ground participating in our seasonal good will projects.
- Active Member of River of Life Christian Ministries participating in feeding the homeless drives and visiting the elderly.
Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.
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IMPORTANT INFORMATION: This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Capital Analysts and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Capital Analysts and Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.