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"Helping People Make Smart Choices about Life and Money Since 1986"


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I am an investment advisor specializing in retirement planning (both accumulation phase and income distribution phase). Additionally, I practice law in Texas, with an emphasis on estate and end of life planning. My passion is effective communication. In law school (University of Texas at Austin) my partner and I won the National Championship in Client Counseling sponsored by the American Bar Association.  Law school taught me stellar critical thinking skills which helps me and my clients in both my practices.

The Legacy Planning Group, and Lincoln Investment Planning, LLC. are independent and not affiliated. 

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.,,

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Branch Office:
4722 Star Ridge Lane
Frisco, TX 75034

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