Education:
Bachelor of Science, Southwestern University, Waxahachie Texas, USA
 |
 |
"A dream is just a dream. A goal is a dream with a plan and a deadline." Harvey Mackay
Here are three reasons why I think you should hire me as your investment advisor:
1. I care about you. I care, genuinely about you, your loved ones and your dreams.
2. I pay attention. Your annual reviews will be set up automatically, you will be notified a month in advance and you will get a reminder call the day before your appointment. We will follow this process as it is my job to keep you on track long term. I will be proactive with your accounts keeping you apprised of attractive investing opportunities.
3. I will be straight forward.I believe it is important to have a close business relationship so you will have my direct line where I can be reached at personally. I will be straight forward and always offer advice when requested by yourself.
Please feel free to call me; I truly believe I can help you make a difference with your money.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.