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

 OUR MISSION & PHILOSOPHY

Our Mission


To be a premier holistic financial advisory practice for high net worth clients who have discerning financial needs. Our professionals provide services geared toward enhancing the financial well-being of our clients and those who depend on them. We strive to accomplish this through thoughtful, comprehensive, pragmatic financial counsel, personalized investment and risk management strategies, and cutting-edge product solutions.

Our Philosophy


Recognize the uniqueness of each client, and understand that solutions will be different for each business or family situation. We believe that a clear picture of your complete financial situation and goals is essential. We encourage engagement with your other supporting professionals, such as your family attorney or CPA, in order to help bring you the most comprehensive solutions available. We also believe that our clients are most assured when they are actively engaged in the planning and ongoing monitoring processes.

Our Values


We commit to uphold our core values in our service to you and will work to earn your trust every day:

Integrity and Candor
Your interests and well-being will be our paramount objective.

Outstanding Communication, Accessibility and Service
Our communication and responsiveness will exceed your expectations.

Professional Excellence
Our goal is to provide capable, comprehensive, prudent and pragmatic financial counsel.


 
 
 

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.