Since 2004 I have worked as a Certified Financial Planner and Certified Divorce Financial Analyst with RGT Wealth Advisors.
Specialties: Strategic Financial Planning, Estate Planning, Divorce Planning (including Collaborative Divorce), Mediation, Asset Protection, Charitable Planning, Family Office Services and Income Tax Planning
EDUCATION
Undergraduate
Texas A& M University BBA, Accounting 1986-1990
Baylor University – Hankamer School of Business, MBA, MBA 1994- 1995
Law School
Baylor University School of Law, JD, Law 1992-1995
Volunteer Experience
North Texas Food Bank
Member Board of Directors
Mi Escuelita Preschool Inc.
Certifications
Certified Public Accountant
Certified Financial Planner
Certified Divorce Financial Analyst
Professional Activities
Dallas Estate Planning Council Board Member 2017- present
Jonathan’s Place Member Board of Directors 2017-2018