"Helping People Make Smart Choices about Life and Money Since 1986"
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I am an investment advisor specializing in retirement planning (both accumulation phase and income distribution phase). Additionally, I practice law in Texas, with an emphasis on estate and end of life planning. My passion is effective communication. In law school (University of Texas at Austin) my partner and I won the National Championship in Client Counseling sponsored by the American Bar Association. Law school taught me stellar critical thinking skills which helps me and my clients in both my practices.
More recently, after qualifying ten years in a row with Lincoln's Presidents' Club, I was inducted into their Hall of Fame. Also, this year I was named as a member of the President's Council with CLS Investments.