Qualifications

I have 25 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've been 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