Broker Check

Company Name - City, State

4500 W. Eldorado Pkwy. Suite 1350, McKinney, TX 75070

P. 877.756.8669


Certified Estate Planning Advisor (CEPA) Registered Financial Consultant (RFC) Investment Adviser Representative (FINRA Series 66) Registered Representative (FINRA Series 7) Registered Principal (FINRA Series 24) Municipal Principal...

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Karen joined me in September 2014 as my Administrative Assistant, with a background in customer service, accounting and financial services. She is responsible for the day to day operations of the office and enjoys assisting clients in...

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