Texas Financial Advisors is dedicated to helping you reach your financial goals through financial planning, wealth management, tax strategies, and insurance strategies and business owner services. Our financial advisors can assist you with 401(k) strategies, retirement planning, employee benefits optimization, education planning, and estate planning. Whether you're planning for retirement, managing assets, planning for your children’s education, or saving for your first home, our Dallas financial advisors will help. With Texas Financial Advisors, you work with one of the best wealth management firms in Texas.

Gather, organize, and input client's information into a secure database. Store both physical and digital records using proven systems to ensure accuracy and efficiency. Create and customize services that fit each individual client's needs.

Fulfilled, checked, and prepared to ship customer orders in a high pace setting. Worked with fellow team members to create efficient and effective systems to ensure accurate and speedy deliveries. Managed relationships between receiving and shipping operations along with customers as well. Ensured quality of orders and managed delivery routes on a per order basis.

Managed construction of several residential homes at once. Coordinated labor trades, material deliveries, and customer relations simultaneously. Built timelines for each build, managed budgets for both labor and materials to meet or beat deadlines. Developed and nurtured relationships with customers by staying in constant communication throughout the process.