Our Team

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

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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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

218 North Carson Cub Court, Montgomery, Texas 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

218 North Carson Cub Court,
Montgomery, Texas 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