Symphony Retirement Partners, LLC is a Texas based registered investment advisory firm, focused on the issues that impact the ability of people to retire with confidence. We believe that retirement is not something that just happens; it is the result of many small decisions that help promote successful outcomes. Since employer sponsored retirement plans play a critical role in overall retirement savings, we often take on the challenge to address the inefficiencies in these plans as well.
Please visit our EMPLOYER facing website if you currently manage or oversee your company sponsored 401(k) plan.
I have been actively involved in the financial industry since 1989 - helping both individual clients and employers achieve their retirement and financial planning objectives.
For the majority of my career, I was a member of the wealth management team at Sagemark Consulting/Lincoln Financial Advisors. During this time, I provided counsel to successful individuals and families on estate planning, retirement strategies, and investment management. Additionally, my team and I served corporate and not-for-profit clients, offering valuable guidance on employer-sponsored retirement plans and executive compensation matters.
In 2019, I was inspired to embark on a new journey, driven by a unique vision. I founded Symphony Retirement Partners, LLC, aiming to provide holistic retirement planning and consulting services, devoid of biases or conflicts of interest.
This independence also grants me the freedom to collaborate with professionals from various firms across the country. Leveraging their collective knowledge, experience, and support systems, I am able to deliver an even higher level of service, fully customized to meet my client's diverse needs.
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