Broker Check

Introducing Texting: Let's Chat!

| December 04, 2023

Have you ever wished you could just send me a text instead of having to talk on the phone or email? Your wish has been granted: I now have the capability to text with you!

There are a few key points to keep in mind:

  • You can text me at 940-276-1212 and it will show up in a secure app.
  • This is not designed for you to send sensitive information (like your social security number), place orders, or make security trades (like transferring money into or out of your account).
  • To avoid potential embarrassment, remember that this is a communication platform multiple members of my team can access.
  • If we haven't communicated via text before, we'll need to verify some information before we continue.

I'm looking forward to having a quicker and more efficient communication method with you going forward.