The values that guide my company—hard work, persistence and integrity—grew naturally from my own experience. As the owner of a cattle ranching business for 20 years, I handled the everyday tasks of book keeping, purchasing and customer service. I came to understand what it takes to successfully balance capital with outflow while managing long-term financial preparation for my family and employees.
When working as a rancher, I saw fellow business owners face daunting financial difficulties. I wanted to help. In my work at 3C Financial Services, I strive to help clients develop skills and strategies to gain financial security. Following prudent investment management and financial planning principles can help reduce unnecessary financial suffering and empower people to pursue financial goals.
Offering my time, research tools, education and experience, I provide guidance to help families get on a path to pursue financial goals and avoid unnecessary financial losses. I commit to pursuing your goals with objective, clear recommendations. Working closely with CPAs or attorneys, I communicate your needs throughout the tax and estate planning process. My goal is to protect your interests as you strive to provide for those you love for years to come. My recommendations align with you and your needs, not my own compensation. I’m truly dedicated to helping you grow and protect wealth. And—as the owner of an independent firm—I have vast opportunities available to provide in developing appropriate solutions to meet your objectives.
An important aspect of 3C Financial Services is my commitment to giving back. I’m dedicated to supporting the Careity Foundation, an organization devoted to helping people who need cancer treatments.
Voya Investment Management is a financial services company that offers leading investment advice and research for financial professionals as they strive to help clients gain financial security. Voya oversees compliance issues and ensures accuracy in transaction details. We are proud to work side-by-side with Voya as we serve you.