Sync Wealth Group | Independent Financial Planning
Helping families & business owners in Houston build, protect & enjoy lasting wealth with clear, personalized strategies. My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. I began my Financial Planning career in 2012 in Sugar Land, TX. I hold the professional designations of AAMS® and CRPC™, which help further my ability to work through complex situations. All aspects of our business are aligned to help us better understand and meet your unique goals and needs. Outside of work, I enjoy attending my children's baseball games, theatre plays, teaching guitar to my oldest and traveling. Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic) member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic. This communication is strictly intended for individuals residing in the state(s)of TX, LA, OK, CA, WA, NV, NY, NM, GA. No offers may be made or accepted from any resident outside the specific states referenced.
