We are excited to announce that JoAnne and | have decided to venture into the world of retirement. Like many of you, we have diligently planned for this day, and now it is time to enjoy it. Part of my plan was to identify a very capable individual who would properly manage your accounts in the future. | found that person in Scott Werner.(Learn more about Scott). Scott and | have been colleagues since 2012, and | am excited that he will now be the person taking care of all my cherished clients.

In the next 12 months, Scott, Alisha Ware, and | will continue working together, providing advice and service for your family and business needs. We will reach out to you to schedule a meeting for a proper introduction soon! | want you to feel confident that | have selected the right person to walk with you on your financial journey.

We will close our office as of December 15th, 2022, and will move to Scott’s office at 317 Grace Lane, Suite 250, Austin, Texas, 78746.


You can review interesting calculators on my site.


We have interesting videos for you to watch on my site.

Contact Us

Please feel free to contact us with any questions.

Wealth & Risk Management Strategies.

Today’s investment climate offers unprecedented opportunities. My mission s to help clients take advantage of those opportunities by providing them with three key tools:

  • Aclear understanding of their financial goals
  • Awell-defined roadmap for achieving those goals
  • Ongoing advice to help adjust their roadmap when their needs change

My services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation strategies. |focus on helping my clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

On my Web site, you’lfind valuabie information for evaluating your current position and progress toward financial goals. | offer educational articies that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. Youll also find calculators that will help you assess your current and future needs. Piease remember to visit my Web site often, as the content is constantly changing.

For help with your financial management, or for more information, please contact me today.

I hold Series 7, 24 and 66 securities registration.

How to Correct an Error on Your Credit Report

Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.

HOT TOPIC: Tech Sector Turmoil and the Bear Market

This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.

Going Green: A Fast-Growing Corner of the Global Bond Market

This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.

Building Financial Resilience

Steps to be better positioned for turbulent events such as inflation, roller- coaster markets, and global events and hopefully emerge even stronger.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long- term financial plans.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?