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 SOLUTIONS FOR BUSINESS OWNERS

OUR PHILOSOPHY IS SIMPLE. WE BELIEVE YOUR INTERESTS COME FIRST.

Letting someone become involved with your personal and business finances is a matter of real trust.  You can be assured that we will work for you in the same manner we would work for ourselves.

 

EVERY STEP WE TAKE IS MEANT TO HELP YOU REACH YOUR GOALS.


Every recommendation we make will be fully explained and made in the context of your comprehensive financial strategy. Remember we want you to be better off as a result of being our client.

 

WE BELIEVE EACH CLIENT IS UNIQUE, WITH A UNIQUE SET OF CIRCUMSTANCES AND REQUIREMENTS.


As we develop your plan, we look at your needs and goals and figure out the best way to help you achieve them.

 

WHEN WE SAY "CLIENTS COME FIRST", WE MEAN IT.


Every member of our staff is client centric.  Whether it is finding out information you need or simply returning phone calls promptly, we treat you with the respect you deserve.




 
 
 

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.