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 
         
      • 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.