01. About Us

We are dedicated to providing investment management services and strategic financial planning that is right for you. As part of our comprehensive planning service, we are licensed and highly qualified to provide tax advice and tax planning. This sets us apart from the majority of other advisors.

02. Our Philosophy

We believe in the importance of taking the time to understand each individual situation. We strive to keep up with the latest research in financial planning strategies and maintain an understanding of how to coordinate and implement the most effective strategies for your unique situation.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to fulfill your needs now, and that strategizes for the future in a tax optimized manner.

Our Services


Social Security Optimization

The decision of when to take Social Security is critical for you and your spouse's long term plans. There is much more to consider than a simple break-even analysis.

Medicare Education and Planning

Healthcare costs are generally one of the largest expenses in retirement. Understanding your Medicare options and choosing an arrangement that is appropriate for your situation is crucial.

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Bachelor of Business Administration
Accounting, Texas Tech University

Professional history:
Green &...