I am independently licensed and non-captive. I specialize in helping individuals and families, new borns to seniors with any condition, and businesses of all sizes, with asset management, wealth accumulation and leaving a generational legacy of financial stability and freedom.
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As a COUNTRY Financial® representative, I am able to help provide financial security by working directly with individuals like you to identify your specific needs. We then offer a full range of insurance and financial products and services to help you protect what's important today, and help create a plan to point you toward a bright financial future.
With over 125 years of combined retirement plan and investment experience, our team is dedicated to helping the people, businesses and organizations of the regions we serve. Whether we are working with plan sponsors to manage the demands of acting as fiduciaries or helping individuals develop long-term financial goals, we provide specialized industry expertise with complete objectivity.
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Westbrook Financial Services, Inc., an independently owned/operated wealth management and financial services firm with offices throughout the southwest. WFS offers a custom suite of financial services including Financial Planning, Estate Planning, Wealth Management, Investment Consulting/Communication, and Personal Protection Planning. We also offer solutions for corporate clients and their employees including Executive Benefits (consulting, design, implementation), Business Succession Planning, and Retirement Planning.
