Schedule With Me

Thank you for visiting my personal blog! I love using this site to educate working professionals, those impacted by special needs, and pre and post retirees.

I certainly understand that placing your trust in a financial advisor is a big deal. I will work to earn that trust to the best of my ability. If you would like to take the first step in working with me, here are your options to schedule with me…

  • To schedule a free 30-minute introductory zoom call on my calendar… click here
  • Email me- [email protected] (I do my best to respond to email within 24 hours)
  • Call my office line- (972) 848-7779

Please do not hesitate to contact me for any reason. I want to help you!