Professional Designations
- Retirement Income Certified Professional
- Certified Holistic Life Planner
Licenses
- Series 65
- Series 63
- Series 7
- Texas Life & Health Insurance
Education
- BA in Finance, The University of Texas at El Paso
- MBA in Finance, The University of Texas at El Paso
- Columbia University, Teacher’s College
- The American College of Financial Services
Areas of Focus
- Retirement Planning
- Holistic Financial Planning
- Tax-Smart Investment Management
- Business Succession and Exit Planning
- Executive Benefits
- Estate and Legacy Planning
- Charitable Planning