An Independent Financial Advisor of GWN Securities
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 diversity 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 current methods available.
ABOUT YOUR ADVISORS:
Dale Goods, CFP®, MBA
CERTIFIED FINANCIAL PLANNERâ„¢ Professional
(210) 791-6935
I was born and raised in Chicago, Illinois. Upon graduating from high school, I joined the United States Air Force and served our country for 24 years. My experiences in the Air Force provided endless opportunities for personal growth...
Carlos Tovar
Financial Advisor of GWN Securities, Inc
carlos.tovar@gwnsecurities.com
I graduated and earned a degree in Finance from Angelo State University in San Angelo, Texas. I began a career in the financial services industry in 2017. I now serve as an advisor for Goods Financial Services, serving new and...
Principles of Preserving Wealth
