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Individually tailored financial plans and investment portfolios.
Get Your Risk Profile
Assessing your tolerance for risk is an important part of creating an investment profile. Should you invest in relatively low-risk bonds or should you aim for higher returns with stocks? Take our questionnaire to evaluate how much risk you can tolerate.
Following my passion from the tech sector to financial services.
My first career was a lucrative one in the Information Technology industry. Despite the success, however, I felt something missing. My passion for investment management led me to pursue my post graduate program in Finance. As I built community in Austin, friends and coworkers started coming to me more frequently to help them with their questions about saving, investing, retiring and more. That’s when I found my true calling. Now, I have the opportunity to contribute to the world by helping others make wise financial decisions.