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| ![]() Associate Vice President - Financial Advisor Qualifications
I have spent over 20 years in the financial services industry. I have conducted many personal appointments with individuals and over 2,000 seminars. I know and understand my clients’ needs and work hard to help them reach their goals. I hold a Bachelor of Science degree in management from the University of Phoenix. I hold the Chartered Financial Consultant designation (ChFC) as well as my CERTIFIED FINANCIAL PLANNER™ certificate. I also hold the Series 7, 63, and 66. I am an accredited Kingdom Advisor. Kingdom Advisors is an organization of of financial advisors that support and lead their clients through the financial planning process from a biblical perspective.
Personal
Raised in Missouri, I have lived in Houston, Texas since 1996. My wife, Summer, our three childen, Max, Sammy, and Annabelle enjoy spending time with friends, family, and church. I serve on the development committee for my son's school, Covenant Academy. I serve the community in a wide variety of ways including coaching youth sports. My past community involvement includes development for my son's school, the Houston Livestock Show and Rodeo, United Cerebral Palsy, and volunteering as a coach for youth sports. I believe in being actively involved in organizations that support my personal beliefs and the local community. Other interests include video editing, basketball, exercising, and riding Harley Davidson’s. | |||||||||||||
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