Previously, I was an IRS Revenue Agent and Tax Consultant. I began my financial services career in 1994 with Merrill Lynch as a financial advisor.
I received my Bachelors in Business Administration from Oklahoma University in 1984, my CPA Certificate in 1989 and my Masters in Taxation from the University of Texas at Arlington in 1991. In 1999 I completed the rigorous training to become a CERTIFIED FINANCIAL PLANNER™.
Family and Interests
I am married to my wife, Jami, and we have two daughters. I enjoy spending time with family, playing golf, and reading. I am a Vincentian with St. Catherine of Siena Conference Society of St. Vincent de Paul, USA