About My Practice
Houston, Texas based independent RIA (Registered Investment Adviser). Clients pay fees (no commissions) for financial planning and investment advisory services. For detailed information including a description of services and FAQ's, please see information on firm website and Form ADV at http://www.HoustonWM.com
Experienced adviser with 9 years of experience working with individuals, families, business owners and non-profits. Experience includes service at:
- Independent Texas Investment Adviser
- Morgan Stanley Smith Barney
- Major Insurance/Independent Broker Dealer
Previous technical career, prior to attending business school.
CFP® certificant since 2007
CRPC® certificant since 2006
CFP® Educational Program - Rice University
MBA - Rice University (Houston, Texas)
BS, Engineering- Lehigh University (Bethlehem, PA)
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance: Texas, Fixed annuities: Texas, Variable annuities: Texas
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA, CRPC
Considerations: Fee-based investment management and financial planning. Insurance commissions only if your plan demonstrates need.
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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