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WE BUILD RELATIONSHIPS



Our firm takes your whole financial picture into consideration, because we are relationship-oriented, not product-oriented.

Our mission is to put you first. We believe financial planning is a marathon, not a sprint. Our role is to help make sure that each step of the journey is integrated with the ones that came before to help ensure that you reach your goals.

We believe in designing strategies that are aligned with your stated objectives.

To do that, we:

  • Look at your current financial situation
  • Help you define future objectives
  • Plan for wealth accumulation
  • Plan for retirement distribution
  • Help you implement the right planning documents
  • Help you understand the tax issues
  • Negotiate insurance that fits into your entire financial plan


In a constantly changing financial environment, we monitor your strategy to help make sure it remains on track to meet your goals by continually assessing your needs and expectations.

Helping clients achieve their objectives is our goal.


 
 
 

Securities offered through Kestra Investment Services, LLC, Member FINRA/SIPC and Advisory Services offered through Kestra Advisory Services, LLC.  Executive Financial, LLC is a member of both Fusion Advisor Network and PartnersFinancial. Kestra Investment Services, LLC and Kestra Advisory Services, LLC are not affiliated with Fusion Advisor Network, PartnersFinancial, or Executive Financial, LLC.
Kestra IS and Kestra AS do not offer legal or tax advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and investment advisor representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

For additional information, please contact our Compliance Department at (512) 697-6000.

 


Check the background of this financial professional on FINRA's BrokerCheck.