Our Team

We serve nationwide from our offices in New York and Texas.

This communication is strictly intended for individuals residing in the states of AL, CO, FL, GA, IN, MA, ME, MO, NY, OH, OK, TX, UT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Form CRS: Client Relationship Summary

We serve nationwide from our offices in New York and Texas.

1310 RR 620 South, Suite B195, Room 1 Lakeway, TX 78734 Office: 737-443-4300

106 Playmoor Place Montgomery, TX 77316 Office: 936-276-6005

15 Dunham Ave Jamestown, NY 14701 Office: 716-708-1059

516 Main St Olean, NY 14760 Office: 716-376-0014

10156 Windy Pointe Dr Temple, TX 76502 Office: 254-935-3383

Helping you be you.

1310 RR 620 South, Suite B195, Room 1
Lakeway, TX 78734
Office: 737-443-4300

106 Playmoor Place
Montgomery, TX 77316
Office: 936-276-6005

15 Dunham Ave
Jamestown, NY 14701
Office: 716-708-1059

516 Main St
Olean, NY 14760
Office: 716-376-0014

10156 Windy Pointe Dr
Temple, TX 76502
Office: 254-935-3383