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I have five years experience in designing financial plans for clients to meet their overall goals and objectives. These objectives have included generational wealth transfers, retirement planning, family partnerships, and tax saving strategies. I have worked with many clients over the years and am very familiar with the complexities involved in the estate planning process. Currently I am a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC), and a Level 1 CFA candidate. I am truly passionate about estate planning and helping others achieve their financial goals.

Professional Licenses
Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Series 7/66/31 Licenses, Group 1 General Life And Health Insurance

5 Years of Work Experience


University of Texas - Bachelor of Arts (BA) in Accounting with a Minor in Foundation of Business

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