I have lived and worked in Lubbock for over 45 years. After graduating from Texas Tech University in 1986 with a degree in Finance, I worked for the IRS for 25 years. I retired in 2012 and began my career as a Wealth Advisor. I have earned the following advanced professional designations: Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP®), Certified in Long-Term Care (CLTC), and Certified Kingdom Advisor (CKA®). I specialize in Christian personal financial planning, long-term care, retirement accumulation and distribution planning. My work experience uniquely qualifies me to help you with tax efficient strategies. Although I work with a variety of clients, I particularly enjoy working with women.
Contact TWIB Lubbock Chapter at firstname.lastname@example.org