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
Texas A& M University BBA, Accounting 1986-1990
Baylor University – Hankamer School of Business, MBA, MBA 1994- 1995
Baylor University School of Law, JD, Law 1992-1995
North Texas Food Bank
Member Board of Directors
Mi Escuelita Preschool Inc.
Certified Public Accountant
Certified Financial Planner
Certified Divorce Financial Analyst
Dallas Estate Planning Council Board Member 2017- present
Jonathan’s Place Member Board of Directors 2017-2018