Fun Facts

Once received a birthday gift to take a ride in the Goodyear blimp and it was a blast, I am a thrill seeker and hang glided over lake Conroe, they fly you up like a kite bedind a boat and release the tow line at 2000 feet. I love to snow ski and spent a full ski season in Vail after I got out of college.

About Me

Upon returning from Colorado, I found a job with Dean Witter which was acquired for Morgan Stanley and acquired by license to work as a registered representative. I recently took an early retirement from my full time position as a financial adviser. I worked for E*TRADE and TD Ameritrade for 16 years combined. Upon meeting with thousands of clients I have a deep understanding of how people are able to become millionaires.

Experience

E*TRADE Financial; 8 years
TD Ameritrade: 8 years
Previously and not current certifications;
Chartered Retirement Planning Counselor
Certified Funds Specialist
passed level one of the CFA (Chartered Financial Analyst)

Approach

My role as a financial adviser entails a series of meetings with clients to learn about their financial goals, risk tolerance, and time frame in which they wanted to achieve certain objectives. Upon determining the clients level of involvement I was able to develop a suitable course of action with specific investment plan recommendations.