Upstream Investment Partners900 W BethanySuite 370Allen, TX 75013Direct: 972.535.4206Email: sgreen@upstreamip.comSecurities offered through Sigma Financial Corporation, member FINRA (www.FINRA.org) and SIPC (http://www.SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Upstream Investment Partners , LLC is independent of Sigma Financial Corporation and SPC.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, SPC or Upstream Investment Partners. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Built and maintained a client base through referral and personal relationships, helping clients to develop a goal based financial plan. I further helped those clients to implement said plan and check progress on an ongoing basis toward their goals.