For more than 25 years, I have been committed to serving my clients with integrity, personal service, responsive communication and a comprehensive approach to financial planning and investment management. I founded Stoneway Financial with the goal of assisting clients in every aspect of their financial lives. Since then, the Stoneway Financial team has built a reputation for excellence in our industry by offering unbiased advice and innovative strategies that help our clients pave the way toward a successful financial future. My firm specializes in personal financial planning, investment management, retirement planning, education funding, tax management, estate planning and risk management. This comprehensive approach to wealth management helps ensure that we create plans designed to protect and increase our clients’ assets and reduce their taxes. I invite you to visit my firm’s website, www.stonewayfinancial.com, to learn more about how we can help you pursue your financial goals and dreams.Registrations: Series 7, Series, 24, Series 63, Series 65This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.Specialties: Customized financial planning and advicePersonalized investment management/portfolio allocationRetirement counseling planningTax PlanningEstate planning strategiesProtection planning/family securityMy mailing address7363 Rock Point Lane, Tyler, TX 757035080 Spectrum Drive, Addison, TX 75001Securities offered through Cetera Advisor Networks LLC. Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above). Investment advisory services offered through CWM, LLC and SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other name entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not be reviewed by Cetera Networks or CWM, LLC as to the accuracy or completeness.
Listed skills include Development.
