FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
It is free of charge for me to meet with you to discuss your goals and present solutions for you.
- What is your typical process for working with a new customer?
Typically I meet with customers on a one-on-one basis to get to know you and to find out what goals are important to you financially. I then put together solutions that I believe will help you reach these goals and present these to you. You then decide if you would like to do business with me or not.
- What education and/or training do you have that relates to your work?
I graduated in 2010 from Texas Lutheran University with an undergrad degree in Finance. I am fully licensed with a series 7, 63, and a general life license. I have worked in the financial services industry for 8 years for some of the biggest and best firms.