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How to Maximize Your ExxonMobil Benefits Package

How to Maximize Your ExxonMobil Benefits Package

by Scott Hamilton | Mar 15, 2023 | Financial Planning

By Scott Hamilton ExxonMobil is one of the largest oil and gas companies in the world, with over 70,000 employees across the globe. The company offers a comprehensive benefits package to its employees, including health insurance, retirement plans, and various other...
SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

by Scott Hamilton | Mar 15, 2023 | Financial Planning, Investments

By Scott Hamilton Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the wider...
Steps You Can Take to Protect Yourself From Cyber Attacks

Steps You Can Take to Protect Yourself From Cyber Attacks

by Scott Hamilton | Jan 31, 2023 | Financial Planning, Investments

By Scott Hamilton As a financial advisor, my top priority is helping clients pursue their goals while managing and safeguarding their wealth. With the increasing prevalence of cyber attacks, the job of safeguarding your wealth is becoming more expansive, into areas we...
Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024

Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024

by Scott Hamilton | Jan 18, 2023 | Financial Planning, Retirement

By Scott Hamilton With just 12 months left until your official retirement date, you may feel like you’re in the home stretch. Your decades of hard work are finally paying off and there are just a few more important things to consider if you’re retiring in the next...
3 Powerful Reasons to Diversify Your Portfolio

3 Powerful Reasons to Diversify Your Portfolio

by Scott Hamilton | Dec 14, 2022 | Financial Planning, Investments

By Scott Hamilton Have you ever heard the phrase “Don’t put all your eggs in one basket?” It’s a popular saying for a reason, applying to nearly any situation in life, especially when it comes to investing. It’s a warning that suggests you not invest all your efforts...
Don’t Outlive Your Money: 3 Retirement Budget Tips

Don’t Outlive Your Money: 3 Retirement Budget Tips

by Scott Hamilton | Nov 7, 2022 | Financial Planning, Retirement

By Scott Hamilton Almost half of all Americans worry about running out of money during retirement. Even if you don’t think this will happen to you, the need to be fiscally responsible in retirement is most likely weighing on your mind. If you want to stay on top of...
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Recent Posts

  • How to Maximize Your ExxonMobil Benefits Package

    How to Maximize Your ExxonMobil Benefits Package

    March 15, 2023
  • SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

    SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings

    March 15, 2023
  • Don’t Leave the IRS a Tip: The Importance of Tax Planning and Reviewing Your Return

    Don’t Leave the IRS a Tip: The Importance of Tax Planning and Reviewing Your Return

    February 14, 2023
  • Steps You Can Take to Protect Yourself From Cyber Attacks

    Steps You Can Take to Protect Yourself From Cyber Attacks

    January 31, 2023
  • Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024

    Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024

    January 18, 2023

8 Foolproof Ways to Reach Your Retirement

8-Foolproof

THE 6 HIDDEN TAX SAVING OPPORTUNITIES

THE 6 HIDDEN TAX SAVING OPPORTUNITIES
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346-200-4440
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With over two decades of financial management experience, I’ve worked at innovative startups, as well as Fortune 500 companies such as Exxon and Dell, where I worked as a senior principal consultant and product manager. I am licensed to do business in Texas, Louisiana, Florida and South Carolina and have a master’s degree in international finance from Pepperdine University.

A native Texan, my experience ranges from working in the oil, gas and technology fields to managing people’s assets for over 20 years — designing more than 250 financial plans throughout my career. Decoding the many intricacies involved in the financial modeling and investment management process is what I do best: providing my clients with the tools and insight they need to achieve their financial goals.[/vc_column_text][/vc_column][/vc_row]