Our firm opened in 1982, focusing on Income Tax Preparation and Tax Planning. In 1996, we saw a need to become Securities licensed in an effort to better serve our clients. By expanding our practice to include Investments and Financial Planning, we could offer clients a full range of tax and estate planning products, as well as retirement planning.

My Broker Dealer is Woodbury Financial Services, Inc.

I am in a unique position of being able to offer a full line of investment products and advise clients on how these investments will affect their taxable income.

Our Qualifications

I graduated from the University of Texas at Austin with a BBA degree, majoring in Accounting. I completed my education requirements to become a Certified Financial Planner in October 2000. I have worked as a Registered Financial Consultant since 1996.

By Partnering with WOODBURY FINANCIAL SERVICES, INC., we can offer more personalized service, exceptional products, reliable expertise and an ongoing source of innovative and practical solutions for each individual.

Our firm has no corporate agenda or in-house products with incentives that conflict with what's best for you. Woodbury offers only non proprietary products and services sponsored by some of the best-known, strongest and well respected financial services organizations in the industry.

We pledge to support you as you strive towards your goals of financial security through sound management, due diligence and ongoing supervision of your portfolio.

We are committed to a standard that will serve you well, now and into the future, as you build toward your ultimate goals.

Our Services

We offer Investments, Financial Plans, Estate Plans, Tax Planning, and Retirement Planning. We also offer Bookkeeping, Financial Reports, Payroll and Income Tax Preparation.