Qualifications

Investment Advisor Representative / Financial Advisor 

Academic Qualifications: 

University of Dallas, MBA, Financial Management.

Texas Tech University, BA , Finance.

Chartered Retirement Pension Counselor (CRPC)  

Accredited Investment Fiduciary® (AIF®)

Career Experience: 

Waddell & Reed, Financial Advisor

JP Morgan Chase, Financial Advisor 

Charles Schwab & Company, Senior Registered Representative / Fixed Income Specialist

Merrill Lynch, Investment Advisor

Fidelity Investments, Premier Registered Representative / Equities Trader

I look forward to using my experience to help you secure your financial goals and objectives.