I'm a Certified Financial Planner™ professional in Frisco, Texas. I've been advising individuals on financial planning issues for more than twenty-five years.

I began my career as an actuary and benefits consultant with a global firm of consultants and financial planners in Dallas, Texas. There, I advised Fortune 500 executives on qualified plans, deferred compensation, stock options and investments.

I have also created, implemented, and monitored financial plans and investment portfolios for private clients of a nationally recognized brokerage firm.

Degrees, Certifications, and Affiliations

• Master of Science, Financial Planning
• Bachelor of Business Administration
• Certified Financial Planner™ (CFP®) Designation
• Certified Kingdom Advisor (CKA®) Designation
• Certified Employee Benefits Specialist Designation
• Past associate member, Society of Actuaries
• Fee-only NAPFA-certified Financial Advisor

Awards and Press

• Five Star Wealth Manager, Texas Monthly Magazine, 2011, 2012
• Reader’s Choice Award, September 2011 Frisco Enterprise Newspaper
• Featured in the Wall Street Journal, Newsweek, Business Week, Kiplinger’s Personal Finance, Investment News, Lifehacker, and Financial Advisor Magazine

Clients Include

• Christian believers and non-Christians from all walks of life
• Commercial airline pilots with Southwest Airlines and American Airlines
• Doctors, dentists, and attorneys
• Managing partner for a national benefits consulting firm
• Executives and employees of Cisco Systems, Ericsson, JC Penney, Capital One, Walt Disney, Texas Instruments, EDS, Boeing, Frito-Lay, ClubCorp, Michelin, Dell, and more
• Retirees, corporate executives, self-employed individuals, and more

Personal

• My family and I worship at Stonebriar Community Church in Frisco.
• Both of my sons are graduates of Legacy Christian Academy in Frisco.
• I am a past board member of Outcry Youth Theatre in Plano.
• I am a member of Leadership Frisco, Class IX