Our Qualifications

Integrity, Imagination, and Love of helping people discover and live their dreams.

Education:

TCU  B.A. Economics

UTA  B.B.A. Accounting

CPA  (Certified Public Accountant)

CFP®  (Certified Financial Planner)

CRC®  (Certified Retirement Counselor)

Registered Investment Advisor Representative

Registered Principal

All that is supplemented by attending hours and hours of continuing professional education courses along with constant updates from the CPA Society and Financial Planning Association along with other professional providers of education.

December 2007 Client Survey conducted by Advisor Impact Received a 4.8 on a 5.0 Scale for Overall Client Satisfaction.  We continue to work toward a perfect 5.0 for our clients.