Professional
My mission as a Wealth Management Advisor is to help my clients transform a lifetime of work into financial significance for themselves and those they care to impact.
I have been part of the financial services industry since 1992.
Education
- Texas A & M University: Bachelor of Science in Marketing
Associations and Memberships
Member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
Member of the Financial Planning Association.
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