Client Planning Manager
- Applies The Results Accelerator System™ to integrate affluent clients’ financial
plans and investment portfolios.
- Helps affluent families select appropriate investment vehicles in light of their
unique objectives.
- Brings a diverse financial planning background from previous high caliber Dallas
firm specifically in the area of writing financial plans for affluent clients.
- Earned a Bachelor of Science Degree in Personal Financial Planning from Texas
Tech University.
- Certified Financial Planner™
- Member of the Dallas / Fort Worth Chapter of the Financial Planning Association
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and 
in the U.S.
