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Our Qualifications

To stay at the top of my field and continue to develop my professional skills, I regularly attend training and certification programs. Some of these include:  

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Consultant, a professional designation of the American College
  • Chartered Life Underwriter, a professional designation of the American College 
  • Retirement Planning Specialist title, awarded by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business 
  • FINRA securities registrations: Series 7, 63, 65, 24 and 53 
  • State of Texas Life and Health Insurance License         

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.