An independent financial planner / registered investment advisor with thirty plus years experience including finance, accounting, tax, treasury, and investment management.I work hard each day to earn and maintain the reputation of trusted financial advisor. I understand the importance of placing my client's needs above all else.Specialties: Retirement Planning, IRAsOnsite Financial Education ProgramsIndividual Income Tax Return PreparerLife and Long Term Care InsuranceDefined Benefit and Defined Contribution (401k) PlansSecurities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc., an investment advisor registered with the SEC. Neither Lion Street Financial nor Madison Advisory Services provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
Listed skills include Retirement Planning, Strategic Financial Planning, 401K, Iras, and 3 others.