CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®
I began working as a financial advisor in 1997 at a Fortune 500 Company for several years, I soon realized the only way I could be an objective, trusted advisor without the typical conflicts of interest was to become independent.
CERTIFIED FINANCIAL PLANNER™
From the time my dad and I purchased our first stock when I was a teenager, I’ve been interested in markets, analysis, and finance. That interest in numbers first led me into engineering before diving into a career as an advisor.
I started in the business over 20 years ago. I grew up with an Ibbotson chart taped to my wall and was fascinated by the power of compound interest. I earned my degree in Economics, started working in the industry, and the rest is history.
After graduating college, I started my career in 2016 working as a legal assistant for a title company which piqued my interest in the financial world. Beginning in 2018, I furthered my...
Client Service Associate
After studying Communications at Baylor University, I began my professional career working in the back office for a trust company that served as custodian for IRA accounts. Our company...