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