About My Practice
Financial Planner, FSC Securities Corporation, 2005-2013
· Retirement Benefit Consultant at RFG, Inc., 2005-2013
· Financial Planner at Barrington Financial, 2002-2004
· Associate Staff Member at Deloitte, 2000-2002
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: Texas
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Fee Based Financial Planning
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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