- Raymond James & Associates, Inc., Houston, TX, Financial Advisor- 2010- Present
- Crowne Plaza Downtown, Houston, TX, Front Office Manager- 2004-10
- Raymond James NFA Education - 2011
- University of Texas, Austin, TX (BS/ Economics)- 2000-04
- Securities: Series 7, 66
- Insurance: Group 1 - Life, Annuity, Accident, Health and HMO
- Licensed: NYSE, FINRA, ASE, NASDAQ OMX PHLX, NASDAQ, Chicago Board of Options, Texas RA - Investment Adv Rep, FINRA GS - Gen Sec Rep
I have a comprehensive financial planning approach based upon “management by objective”. I accomplish this by assisting clients to set and quantify short and long term life objectives, formulating an achievable plan, and implementing the plan. We have clear communication to ensure we are in line with client needs/desires and formal annual reviews to gauge progress and value/cost benefit.