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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.

More recently, after qualifying ten years in a row with Lincoln's Presidents' Club, I was inducted into their Hall of Fame. Also, this year I was named as a member of the President's Council with CLS Investments.

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

This site has been prepared for information purposes only and is not intended to be a solicitation, offer or sale of securities products or investment advisor services to anyone who resides outside of the United States.  Lincoln Investment Planning, LLC. is registered as an investment advisor with the US Securities and Exchange Commission and as a broker dealer in all fifty states.

Lincoln Investment Planning, LLC. and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Securities offered through Lincoln Investment Planning, LLC., Broker Dealer, Member FINRA/SIPC www.lincolninvestment.com

 

Branch Office:
4722 Star Ridge Lane
Frisco, TX 75034

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