Leads our clients and their advisors through our trademarked planning process, The Results Accelerator System™
Has a passion for, and 5+ years of experience, working with business owners
Is part of the next generation of leadership for The Capital Chart Room LTD®
Works with our clients and their advisors to meet prospective new “right fit” clients to fuel our company’s grown
Majored in finance and minored in religion, graduating top of his class from the Neeley School of Business at Texas Christian University
Has achieved the mark of Certified Financial Planner™
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