06/10/2026
If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.
I work with a select group of individuals and families to build an individualized strategic plan tow
1117 Glade Road, Suite 120
Colleyville, TX
76034
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 3:30pm |
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