My Qualifications
I have worked as a financial advisor for over 16 years at three different firms.
From October 1992 - July 2001 at First Union Securities, Dallas, TX (now known as Wachovia Securities). Financial Advisor.
I was awarded the Chairman's Circle of Excellence for outstanding production on multiple occasions while at First Union Securities.
From July 2001 - January 2003 at Smith Barney, Plano, TX.
Financial Advisor.
In January 2003 I went independent by affiliating with SWS Financial Services and now work for my clients directly.
I am fully licensed to ensure that I can offer you a comprehensive array of necessary investment vehicles to meet your needs. I have the Series 7, 63, & 65 as well as Texas General Lines Agent for life, health, and variable contracts.
I am a 1988 graduate of Austin College in Sherman, TX.
On a personal note, I live in Frisco, TX with my wife Emily and our two children Paige & Ethan. We are members of Stonebriar Community Church in Frisco. I am an avid runner and golfer as well as a youth soccer coach and an active participant YMCA children's activities.
|