The Alliance of M&A Advisors is proud to feature this list of experts of all types:
In 2003, I began my Edward Jones career as a financial advisor in Dallas. As an Edward Jones financial advisor, I believe it's important to invest my time to understand what my clients are working toward before they invest their money. Working closely with the client, their CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for my clients. I can also help with a retirement savings strategy so there are options when clients retire.
I earned a bachelor's degree in finance and financial planning from the University of North Texas. I received the AAMS® designation from the College for Financial Planning. The AAMS® designation is awarded to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I have been active in business and civic affairs in Dallas for many years. I'm on the advisory committee for The Dallas Foundation and the Communities Foundation of Texas. I've also served as a committee member for the Barbara Bush Foundation for Family Literacy.
I am married, have two children, and reside in Allen, TX.