I have always been interested in economics and the stock market. This is what lead me to go to Business School and study Finance. While working in Retail Management and paying my way through college, I developed a passion to serve others as well as build relationships. I paired my love to serve others with my expertise in Finance & Investments, and transitioned to use my BBA in Finance to help those in my community reach their financial goals. The majority of the work that I do with my clients is focused on balancing multiple long-term and short-term financial/investment goals. Coupled with personal finance education with an eye toward how every decision impacts the family. -I believe this is what makes me different, and my client satisfaction stand out from the crowd in my field. I hold a Series 7, Series 66, and Texas Life, Accident, & Health Insurance Licenses.Clicking the "Like" button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the "Like" button is merely a mechanism to circulate our YouTube page. "Like" is not meant in the traditional sense. In addition, postings to our YouTube page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Chevalier Wealth & Associates. Chevalier Wealth & Associates is a separate and unaffiliated entity from Simplicity Wealth.