Plano has been my home for over a decade now. I enjoy traveling, reading, and the great outdoors. I love helping people optimize their current lifestyles and prepare for the future based on outcomes, which is a broader conversation than simply asking where you can put your money and looking at how it has been performing.
My partners and I recently formed P3 Wealth Advisors based on the three pillars of Perspective, Process and Partnership. We provide a Perspective that understands you, a PROCESS that works for you, and a partnership that stays with you.
We're a full-service wealth advisory firm providing fee-based financial planning. Our areas of focus include Retirement Planning, Investment Management, Estate Planning, Protection and Risk Management and Cash Flow Management.
