Having completed a degree in Education from the University of Missouri in 1980, I worked in management with several retail chains and climbed the corporate ladder of success. By the early 90’s, I wanted to make a more important contribution to peoples lives. I had learned how to help people spend their hard earned money, but not how to save and invest it for their family’s future.
In 1992, I decided to make my passion for helping people my career. I chose to enter the financial services field. Starting with a large insurance and securities firm to learn the ropes, my initial experience taught me that my clients needed more. They need a Christian Planner that is objective and well educated. In 1994, I opened an independent office and put my faith into daily practice. I also committed to attain the credentials held among some as the highest standard of our industry, the mark of ‘Certified Financial Planner’. I earned my CFP® designation via the University of Houston Executive Development program in January, 1999.
I became a CWS®, Certified Wealth Strategist® Professional in 2008.
Along the way I became a Licensed Life and Health Insurance Agent and a Registered Principal with First Allied Securities, Inc. and a Investment Advisor Representative offering services through First Allied Advisory Services, Inc. My office now services over 200 personal and business clients in Alabama, California, Colorado, Georgia, Louisiana, Missouri, Oregon, Pennsylvania, Tennessee, Texas and Utah.
I maintain the ‘heart of a teacher’ and frequently conduct workshops in businesses and churches. Some of the topics I discuss include: Morally Responsible Investing, Good Stewardship, Good Sense Budgeting and Planning for Retirement.
I am a small group Bible Study leader at Friendswood Community Church and coordinator for Financial Peace University.
I am a member of the Christian Motorcyclists of America, lead our church’s motorcyclist group: “On the Right Track Riders”. I enjoy riding my Honda ST1300a on tours of Texas and the surrounding states.
CA insurance license: #0G75074