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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our licensed team of H D Vest financial professionals can help you address:

  • Investing principles and strategies 
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
PERSONALBorn on January 28, 1989.EDUCATIONGraduated Texas Christian University, 2011, with a degree in Communications and Business. General Securities Representative with H. D. Vest Investment Services SM. Secondary Education at...

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PERSONALBorn Fort Worth, Texas, June 2, 1949. Certified Financial Planner, Certified Senior Advisor, Accredited Tax Advisor, and Accredited Tax Preparer, Enrolled to Practice before the Internal Revenue ServiceEDUCATIONGraduated Texas...

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