Managed Investments
Your money should work as hard as you do. As a fully licensed Investment Adviser Representative with 12 years of experience, Dana builds and monitors portfolios around your goals, timeline, and comfort with risk. You get a real person who explains what's happening with your money and why.
What's Included
A clear look at your goals, timeline, and risk comfort
A portfolio built around your plan, not a generic model
Regular reviews and adjustments as life and markets change
Plain-English updates, with meetings that fit your schedule, including virtual ones
Why Choose Us
Fiduciary responsibility to every client
Series 7, 6, 63, and 65 licensed
Serving Houston and clients across Texas, North Carolina, and Louisiana
Access to a network of CPAs, attorneys, and specialists