As Director of Financial Modeling at Virtus Wealth Management I partner with families and individuals that want to develop a plan of how to accomplish their life goals using using our Connect Wealth Process™. We use a holistic approach to identify inefficiencies in your finances make sure all aspects of your finances work together. Virtus Wealth Management provides professional financial planning advice with regard to tax planning, asset management, risk management, insurance, estate planning, pensions, retirement planning, IRA rollover, capital needs analysis, business succession planning, and general financial advice. Most importantly, we focus on your financial goals so you can focus on living your life. Our mission is to strive for continued excellence in helping clients toward obtaining their financial goals based on an in-depth understanding of their values and objectives, and by using sound practical strategies of wealth management. I am an active participant in the Grapevine community in which I live, volunteering at all local festivals. When I am not at the office you can find me at Grapevine lake or the Grapevine Rec basketball courts.The financial consultants at Virtus Wealth Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit http://www.virtuswealth.com/.