There are two distinctly different careers in my life.
In my first career, I was a certified auto repair technician. I was responsible for the maintenance and quality repair of my customers family automobile.
In my second career, I have achieved the professional designation of Chartered Financial Consultant. I am responsible for the maintenance and updating of my client’s financial retirement plan.
I am often asked how an auto mechanic transformed himself into this new profession. It is not as unlikely it first appears.
Both require knowledge, experience and a proper set of tools.
There are a lot of similarities between maintaining an automobile and sustaining a quality, lifelong retirement plan.
I use my experience and knowledge to design retirement plans for my clients which require the least amount of maintenance and will transport them through a quality and safe retirement.
Cell Phone: 325.829.1430
Office Phone: 888.216.0019