Meet the Team

Our team has the client—and only the client—in mind.

Our team believes that one of the most important aspects of working with you is our ability to listen. Once we understand your financial picture, we will help you to develop a personalized financial strategy. We will then work together to help you build a plan for your future. We strive to help clients feel more at ease knowing that a strong team serves as their advocate. At ViewPoint Wealth Partners, we never forget that you come first.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.