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Creative Financial Professionals

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Are your investments ready for the next market storm? If you can’t answer that with a confident “yes,” then we should at least talk. I help individuals and families build financial plans that start with a sound risk management foundation—because the rest of the plan only works if your portfolio can weather what's ahead. Whether you’re looking for a second opinion or a more customized approach, I’m here to help. Let’s start the conversation.


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Do you have a question or would you like a second opinion? Send a note below and we’ll respond within one business day.

Creative Financial Professionals

4500 Westgrove Suite 356
Addison, TX 75001

Phone: 972-380-0063  Toll Free: 800-529-5740
Fax: 972-380-0097

Our Administrative Office is located on the corner of 14th Ave. & Broadway St. in downtown Longview.

Affiliated Offices
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