Our Mission: We help clients feel more confident about their financial future by delivering quality advice with a premium client service experience from a team of professionals.
Our Vision: We are creating a legacy of excellence by developing transformational financial leaders and empowering those we serve to achieve financial confidence while leading fulfilling, purpose-driven lives.
Our Core Values: Unity, Integrity, Excellence, Motivation & Advocacy
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FPQP® Financial Paraplanner Qualified Professional™
University of Phoenix BS - Management 2003
Bachelor of Arts, Mathematics &
Bachelor of Science, Biomedical Sciences - University of Oklahoma, 2007
BS Business Information Systems - Bellevue University
Interests: Golf, hiking, fitness and cooking on my Big Green Egg
CFA® Charterholder
Member of CFA® Institute
25 years experience in asset management with last 12 years as a member of a global asset allocation team with $22 billion under management.
Series 7
Series 65
Series 3
Bachelor of Science, Political Science - University of Houston, 1995
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