My Story
Empathy and Expertise

BBA in Finance and Accounting Abilene
Abilene Christian University, 2004

Master of Accountancy
Abilene Christian University, 2005

Certified Public Accountant
Texas State Board of Public Accountants, 2008

Certified Financial Planner®
Certified Financial Planner Board of Standards, 2012
17 years in “the industry” and 14 years as a Fee-Only Financial Planner working directly with clients with the following:
- Cash Flow
- Tax Planning
- Estate Planning
- Insurance Planning
- Investments
- Retirement Planning