Creating and Managing Wealth, LLC
5201 N. O’Connor Blvd., Suite 200
Irving, Texas 75039
Summary of Approach
Nearing two decades of dedicated experience in the financial services industry, it has been my privilege to not only help clients but also aid numerous financial advisors in a leadership capacity at all levels of their careers. My role as a financial advisor is twofold: asset manager and risk manager. My approach has always been to help people understand the “why” behind the recommendations they receive. I find true joy in helping people establish their goals, create a thorough plan and achieve those goals.
Bachelors and Masters Degree in Business, Minot State University
Areas of Focus
- Investment Planning
- Retirement Accumulation and Distribution Planning
- Estate Planning
- Business Owner and Succession Planning
- Insurance and Risk Management Planning
- Education Planning
- Multi-generational Planning
Licensing and Professional Registrations
- FINRA Series 7 – General Securities Representative
- FINRA Series 24 – General Securities Principal
- FINRA Series 51 – Municipal Fund Securities Principal
- FINRA Series 63 – Uniform Securities Agent State Law
- FINRA Series 66 – Uniform Combined State Law
- State Insurance Licenses: Alabama, California, Florida, Kansas, Maryland, Michigan, New Mexico, New York, Oklahoma, Tennessee, Texas and Washington
When not working with clients, I can be found in a couple of places: in the kitchen trying new recipes, in the garden tending to my plants, relaxing in a comfortable chair reading a good book or spending quality time with friends and family.
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.
We make no representation as to the completeness or accuracy of information provided at any third-party site. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.
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.