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I am passionate about helping people bring their future into their present. I love helping clients connect "what" they want in their plan to their "why". Financial planning is more than numbers plugged into a calculator. The emotional side of the equation will always outweigh the logical side, so it is my job to help my clients navigate the hard times and celebrate the milestones. The most important things to me in my life are my faith, family, and integrity. I grew up with parents that owned businesses and were dedicated to their craft and clients. They instilled in me from young age that if you serve your clients well and do what is best for them, the business will thrive. My team and I build comprehensive financial plans that have three major components: Offense, Defense, and Preservation. We plan proactively so that you are positioned well now and for years to come. We are partnered with Northwestern Mutual - a Fortune 100, AAA rated company that has a 165+ year track record of doing what is best for the client. Through integrated planning strategies, we are committed to making sure our clients are protecting their hard earned money, efficiently building wealth, and planning for the next generations to come. The best plan is the plan that works. Let's connect: ✉ [email protected] ☎ 214.478.8668 Specialties: Comprehensive Financial Planning | Wealth Management | Retirement and Investment Strategies | Risk Management | Business Planning