CERTIFIED FINANCIAL PLANNER™ Professional - Plano, Texas

A financial strategy isn't just about money - it's about aligning that money with what's truly important in your life.

Whether it's developing a financial plan, implementing a needs-based insurance strategy, preparing a detailed asset allocation analysis, or creating a customized executive benefits program for a business the mission is simple: to develop long and valued realtionships and to provide innovative and practical financial programs for my valued clients. My reputation for professional excellence and reliability give my clients a high-level of confidence in the programs and products I recommend and help implement. I look forward to helping you take control of your financial future.

 My planning process is based on six key areas:

• Understanding your situation and establishing goals 
• Evaluating your current assets 
• Educating you about possible options
• Resolving your issues 
• Monitoring your progress 
• Keeping in touch

Educational Background:

Master of Business Administration - Financial Services

University of Dallas - Irving, TX

Bachelor of Science - Accounting

Henderson State University - Arkadelphia, AR

Community Involvement:

• Volunteer for the Susan G. Koman "Race for the Cure"
• Member of First United Methodist Church of Coppell