About My Practice
My services include independent and objective investment management, retirement planning, college funding, tax planning, coordination of estate planning, and insurance advice. Each client is unique and I strive to tailor portfolios and financial planning solutions based on your goals, concerns and need for growth/preservation of wealth.
I am a member of the Financial Planning Association and a NAPFA-Registered Financial Advisor (National Association of Personal Financial Advisors). I have a Bachelor of Accountancy from New Mexico State University and a Master of Business Administration from the University of Texas at Arlington.
Master of Business Administration, University of Texas at Arlington
Bachelor of Accountancy, New Mexico State University
Certified Financial Planner (CFP)
About StanCorp Investment Advisers:
StanCorp Investment Advisers, Inc. is a fee-only firm, which means we are paid only by our clients. Established in 2000, the firm is a registered investment advisor that provides objective financial planning and investment management strategies. Visit www.stancorpadvisers.com for more information.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: I offer full service, on-going investment management and financial planning, as well as hourly project engagements.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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