Personal Information
Organization / Workplace
Plano, Texas United States
Occupation
Wealth Manager
Industry
Finance / Banking / Insurance
Website
www.genesisfinancialgrp.com
About
Over 24 years of extensive experience in all aspects of Wealth Management for the Individual and the Small Business Owner. Utilizing a fee-based model covering all facets of a financial plan. Lasting financial relationships that offer honest, independent, objective advice.
I help simplify the day to day management of my clients wealth freeing them up to concentrate on building the quality of life they desire for themselves and their family. This is accomplished by taking an independent holistic approach which encompasses all aspects of your wealth. Specific areas of experience include but are not limited to investment management, estate settlement, managing an inheritance, and eldercare
Tags
irs
2012
taxes
See more
Documents
(3)Personal Information
Organization / Workplace
Plano, Texas United States
Occupation
Wealth Manager
Industry
Finance / Banking / Insurance
Website
www.genesisfinancialgrp.com
About
Over 24 years of extensive experience in all aspects of Wealth Management for the Individual and the Small Business Owner. Utilizing a fee-based model covering all facets of a financial plan. Lasting financial relationships that offer honest, independent, objective advice.
I help simplify the day to day management of my clients wealth freeing them up to concentrate on building the quality of life they desire for themselves and their family. This is accomplished by taking an independent holistic approach which encompasses all aspects of your wealth. Specific areas of experience include but are not limited to investment management, estate settlement, managing an inheritance, and eldercare
Tags
irs
2012
taxes
See more