About My Practice
I joined Cypress Advisory Services in 2013 and have over 5 years experience in the Financial Planning and Investment Advisory Industry as an Investment Analyst, Financial Planner, and Financial Advisor.
I graduated from Texas Tech University in Lubbock, Texas with a Bachelor's of Science degree in Communication Studies and a Master's of Science degree in Personal Financial Planning. I am a CERTIFIED FINANCIAL PLANNER™ and am currently studying for Level 3 of the Chartered Market Technician (CMT) exam, which specializes in the analysis of market data through technical analysis. I'm active in the community, as a member of the Big Brothers Big Sisters of Greater Houston, Houston Squash & Racquet Association, Houston Golf Association, and a Memorial Park Softball League. My main passion outside of the office though, is traveling and exploring cultural differences across the globe.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
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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