I help build, manage, preserve and transition wealth for a select group of individuals and families. I believe that wealth consists of investments, liability management, insurance and estate planning strategies. I begin by listening to my clients to understand their current situation and their goals and objectives for the future. I then develop solutions and strategies designed to meet their goals and objectives. My goal is to make recommendations that are independent, objective, unbiased and cost effective. I then monitor and evaluate your plan and make adjustment when necessary. I am a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER^TM certification with over 25 years experience in the industry. I graduated from Texas A&M with a degree in Electrical Engineering and from SMU with a Masters in Electrical Engineering and an MBA.