Experience

• 

  SpiritPoint Coaching & Consulting, LLC

  • Fort Worth, TX

  • Portfolio Manager

    • Mar 2023 - Present
    • Fort Worth, TX

    www.spiritpoint.net

• 

  Higginbotham

  • United States

  • Business Development Officer

    • Jan 2024 - Present
    • United States

• 

  Teak Tree Capital Management, LLC

  • Partner Emeritus | Registered Investment Advisor

    • Apr 2009 - Mar 2023

    Asset and liability management, performed as a result of financial planning work and subsequent Investment Policy and Implementation Plan we provide.

• 

  FPG (Forrest Performance Group)

  • Dallas/Fort Worth Area

  • FPG Certified Coach

    • Jan 2016 - Aug 2016
    • Dallas/Fort Worth Area

    Creator and presenter of the FPG Financial Gladiator Program and FPG SpiritPoint Program. Corporate coach and presenter of all other FPG coaching and training programs.Who is a Financial Gladiator? Person who adopts the mindset needed to take control of their finances. Purpose of the Financial Gladiator Program: - Help people realize they are already in charge of their finances from Day One. - By adopting the mindset of the financial gladiator, they assess their current situation, change the way they do things to be in their favor, and execute accordingly. - By learning the steps needed to achieve financial independence and then execute the plan, they attain financial freedom…and all the blessings that come with that.www.ForrestPG.com

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  Prime Opportunities Investment Group, LLC.

  • Beverly Hills, Ca

  • Member Board of Advisors

    • Sep 2014 - 2016
    • Beverly Hills, Ca

    Bringing new investment platforms and seeders to the firm.

• 

  Merrill Lynch

  • Fort Worth, TX

  • Vice President

    • Apr 1987 - Mar 2009
    • Fort Worth, TX

    Financial planning and asset management

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  Goldstein Brothers Jewelers

  • Fort Worth, TX

  • Jeweler designer and jewelry appraiser

    • Apr 1975 - Feb 1987
    • Fort Worth, TX

    Bought and sold estate jewelry, working primarily with bank trust departments, the Internal Revenue Service, and individual families.Designed jewelry for women who fine enjoyed colored stone jewelry. Necklaces were my specialty! That has been CENTURIES ago!