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Experience

    • United States
    • Business Consulting and Services
    • Senior Vice President
      • May 2018 - Present

      Austin, Texas Area My services cover all areas of financial management, from retirement planning to estate conservation strategies. I focus on helping my clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long term objectives.

    • Managing Director
      • Jul 2015 - May 2018

      Austin, Texas Area

    • United States
    • Financial Services
    • 700 & Above Employee
    • Partner
      • Nov 2007 - Jul 2015

      Austin, Texas Area

    • Financial Services Representative
      • Jun 2005 - Nov 2007

      Austin, TX

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