I am an experienced (26 years) Certified Financial Planner (r) with a demonstrated history of helping clients potentially save on their taxes through tax-conscious investing and helping clients create a guaranteed retirement income stream through the purchase of various investment and annuity products, where appropriate. I accomplish this using a proprietary Financial Planning process designed to help my clients build and protect wealth. My clients are able to utilize my extensive skills in Investment and Portfolio Management, Wealth Accumulation, Retirement Planning, Estate Planning and comprehensive Financial Planning . I am a very dedicated finance professional with a B.S. in Nuclear Engineering from Texas A&M University, and an MBA focused in Financial Planning from The University of Dallas. I'm honored to be invited by the Texas A&M Mays Business School and Fischer Engineering Design Center to serve as a trusted mentor in the following programs: 3 Day Startup, Entrepreneurship Boot Camp for Veterans, Raymond Ideas Challenge, MBA Venture Challenge, and Aggies Invent.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred