Investments, taxes, insurance, estate planning...the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. My approach can help you invest conservatively, reduce your exposure to taxes and meet your insurance needs, and it provides a plan to successfully transfer your wealth to your children and grandchildren.Tax-advantaged investing Retirement planning Investment portfolio analysis Estate planningRisk ManagementLong Term CareFee based asset managementSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (ww.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Genesis Financial Group is not affiliated with Kestra IS or Kestra AS.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-7101

I help simplify the day to day management of my clients wealth freeing them up to concentrate on building the quality of life they desire for themselves and their family.

Holistic wealth management for the individual and small business owner.

Providing financial advice and services to high net worth individuals, business owners, and small to mid-size companies.

Personal Financial Advisor to individuals and small business owners; Supervised an independent office for Primerica Financial Services.

Coordination of production schedules and materials for an electronics manufacturing operation with 4 locations in Texas.