Empathy and Expertise

Empathy Through Loss

Experience from Education and Training

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

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