Investment Services Manager
- Supports the TCCR investment management platform to continue to provide
superior service in the investments arena.
- Supports the planning process by assisting with the preparation of the Family Desk
Reference®.
- Assist in supporting and improving the firm’s technology components, systems and
processes.
- Assist with client service work, internal projects and life insurance administration.
- Brings in-depth knowledge and experience gained from his 8 year tenure with
Fidelity Investments, a well-known financial service provider in the investment
industry.
- Earned Bachelor of Business Administration from Midwestern State University.
- Certified Financial Planner™
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and 
in the U.S.
