.RESIDENT OF WESTON LAKES/FULSHEAR
I am a Baylor MBA graduate as well as a CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years of experience in helping families and small business meet and exceed their financial goals.
Houston Financial Center - Associate
CERTIFIED FINANCIAL PLANNER™ License 01268 issued 1984
MBA, Baylor University, 1979
BS in Finance from Illinois State University in 1976
Texas Life and Health Insurance Agent
Texas Life and Health Insurance Counselor
IAR, Investment Advisory Representative, Symphonic Financial Advisors
As an associate of the Houston Financial Center, I am committed to maintaining standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
In all our professional relationships, we pledge ourselves to the following rule of ethical conduct:
"We shall, in the light of all conditions surrounding those we serve, which we shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, we would apply to ourselves.”
Resident of Weston Lakes, Texas
Volunteer in local area dog rescue organizations
Active Member and Wrangler of the Fulshear Area Chamber of Commerce
Former Junior Achievement advisor, former Board Member Houston Jaycees
Investment Advisory Services offered through Symphonic Financial Advisors. Insurance offered through Symphonic Insurance. Securities offered through Symphonic Securities, Member FINRA/SIPC, 400 Park Avenue, New York, NY 10022.
Certified Financial Board of Standards owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.