Owner of Trust Pointe Financial Services, Inc., Owner of Legacy Business Academy Online, LLC., CFO (External) of Builders of Hope Community Development Center. Interim Chief Executive Officer and Chairman of the Board of East Dallas Community Organization, Certified Financial Education Instructor, Certified Public Accountant Licensed Candidate
“Teaching on financial literacy and providing accounting services to those in need on a platform that offers unlimited access has been an amazing experience.”
I started Trust Pointe Financial Services, Inc. four years ago with the objective of helping every individual reach their financial goals whether it be individually or as a business. One of the most important lessons I’ve learned over the last ten years is understanding the needs of clients and recognizing that everyone’s economic and life situation is unique. Legacy Business Academy Online, LLC was created with kids, young adults, adults, and deserving communities in mind in order to provide a solution to the changes happening in our current economy. I understand that my clients are the most important part of my business and that personalized service is essential when matching clients with the right financial products and services. Whether your current goals involve purchasing a first home, financing a child’s college education, or planning for retirement, I want to help you make the best decisions with your money. When I’m not working, I like to spend time with family and friends, try new foods, and experiment in the kitchen. If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Working together, we will create a plan to meet your financial goals.
Transition from Surviving to THRIVING.
It will give you the privilege to help the less fortunate.
Helps navigate through times of emergency with less struggle.
Prevents you from falling into a cycle of perpetual debt.
Stop the cycle of GENERATIONAL POVERTY.
Ability to invest in multiple streams of income.
"Taking online classes has been a major benefit to me. The courses are well laid out and the instructors are supportive and responsible in returning emails."
- Charles Smith
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