Full personal financial planning services/advice, wealth management, tax and estate planning advice, and risk management (insurance).
After spending 4 years in the US Navy (and a further 6 years in active Reserves), I attended the University of Houston where I received a BBA in Finance. I was also a co-founder and a charter member of the UH Chapter of the Financial Management Association. I then went to work for the FDIC and attained the position of Commissioned Examiner. I was in that role for 6 1/2 years before I left to complete my MBA at the University of Dallas with a specialization in Personal Financial Planning. I started my career in that industry in 1996 at Ernst & Young as a para-planner. I also spent 3 years at The Ayco Company (since bought out by Goldman Sachs), an executive planning firm based out of Albany NY in their Dallas office. I've been at my current firm for the last 16 years where I am the Chief Planning Officer, a Sr. Client Advisor and a Partner.
A deeper competency, attention to detail, genuine, caring service - and most importantly a culture that fosters trustworthiness and loyalty.
Stock market analysis and money mangement, cash flow management, retirement planning, risk management (insurance), tax strategies, and estate planning guidance.