Qualifications

I have over 15 years of experience helping individuals, families, and businesses with investments, insurance, and overall financial planning. As a Certified Financial Planner practitioner, I can show you how even small changes in your planning today can have a tremendous impact on your life tomorrow.  I educate clients by explaining financial topics and concepts in a simple, unhurried manner.  

I obtained a Bachelor of Science in Financial Planning with a General Business Minor from Texas Tech University in 1999.  Designations and licenses held include:

  • CERTIFIED FINANCIAL PLANNER™, (CFP®)
  • Series 7, General Securities Registration
     
  • Series 24, General Securities Principal Registration
  • Series 66, Uniform Securities and Investment Advisor Registration
     
  • Texas Life, Disability, and Annuity Insurance License
     

I've been a member of the Financial Planning Association (FPA) since 1997 but am also very involved in the local community.  Some of the organizations I'm involved in include:

  • Temple Jaycees – Past President, Past Vice President
  • Temple Rotary - Served on various committees
     
  • Temple Chamber of Commerce – Red Carpet Ambassador
     
  • Temple Education Foundation Board Member
     
  • Central Texas Duck Unlimited - Past Area Chairman