Work:
USAA
since Feb 2008
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Wealth Advisor
Skills:
Strategic Financial Planning, Wealth Management, Investments, Insurance, Fixed Annuities, Estate Planning, Leadership, Series 7, Asset Allocation, Strategy, Financial Advisory, Strategic Planning, CRM, New Business Development
Interests:
Ironman Triathlon finisher.
Basically love any endurance sport.
Honor & Awards:
•FINRA Series 7.
•FINRA Series 66.
•ChFC, Chartered Financial Consultant, The American College.
•CWS, Cannon Financial.
•CRPC, Certified Retirement Planning Counselor, College for Financial Planning.