In June of 2010 I lost my dad two days after graduating from high school. After losing him at a critial time in my life my family not only had to suffer the loss of a loved one but also the loss of the financial stability I became acustom to know because he had no life insurance. To make a long story short, my mom and little sister moved out of the house that we grew up in into an apartment while my sister and I went through college. At that time I was going to school to study computet enginnering but after I notice how important financial education is I threw myself into business to learn as much as I can about financial Planning.
I have close to a decade in Financial Services experience. I completed my education from Sam Houston State University where I recieved my Bachlors in Business and Finance. Then I continued my education at Rice University where I have successfully completed the course work of CERTIFIED FINANCIAL PLANNER™ Professional certification.
My perfect referral is someone who is young recently married with kids late 20's early to mid 30's. I like to work with this group to help them get on a good financial track early on, it helps reduce mistakes, saves money, and saves time in the long run, so we do not have to do damage control later.
I also do well with those who are approaching retirement 40'-60's where I can help plan for their retirement future.
Also lastly I love working with business owners, I want to make sure they are preparing for retirement and also have a plan in place incase they get injured on the job.