Supports the TCCR investment management platform to continue to provide superior service in the investments arena. Supports the planning process by assisting with the preparation of the Family Desk Reference®.
Administers the day-to-day management of the compliance program.
Supports the firm’s technology effort to improve select systems and processes.
Assist with client service work, internal projects and life insurance administration.
Brings in-depth knowledge and experience gained from his 8 year tenure with Fidelity Investments, a well-known financial service provider in the investment industry.
Earned Bachelor of Business Administration from Midwestern State University.
Member of the Dallas-Fort Worth Compliance Roundtable
Certified Financial Planner™
Certified Financial Planner Board of Standards Inc.owns the certification marks CFP®, Certified Financial Planner™ and in the U.S.
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