I provide honest insight and simplify complex issues that influence a client’s future wealth goals. I’m proficient in compiling and analyzing data in client-friendly formats in order to best assist clients to achieve peace of mind. The value I provide is personalized, objective financial clarity.
4800 Bee Caves Road
Certified Financial Planner TM - CFP(R)
2016, Basic Interdisciplinary Collaborative Law Training / Multi-disciplinary
2017, Advanced Interdisciplinary Collaborative Law Training / Multi-disciplinary
2019, Basic Mediation Training at The University of Texas School of Law
Advisory services offered through Per Stirling Capital Management, LLC