PRACTICE
Practice built on personal and business owner financial planning with emphasis in permissible asset preservation and advanced estate-planning techniques.
LICENSES/CERTIFICATIONS/DESIGNATIONS/REGISTRATIONS
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Professional
CHARTERED RETIREMENT PLANNING COUNSELOR, CRPC conferred by College for Financial Planning
ACCREDITED ESTATE PLANNER®
General Securities Representative - Series 7 registration held with LPL Financial
Uniform Securities Agent State Law - Series 63 registration held with LPL Financial
Group I Life and Health Insurance
Variable Contract License
(AEP®)
OFFICES
Director, Houston CPA Society, Texas Society of CPAs (2000-2002, 2010-2011)
Chairman, Personal Financial Planning Committee, Houston CPA Society (1996-1997)
Chairman, Annual Personal Financial Planning Conference (1993, 2006)
Chairman, ElderCare Committee, Houston CPA Society (2008)
Chairman, Advanced Estate Planning Conference, Texas Society of Certified Public Accountants (2007-2010)
Board Member, Houston Estate & Financial Forum (HEFF)
MEMBERSHIPS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Houston CPA Society
Personal Financial Planning Committee
Houston Business & Estate Planning Council
Houston Estate and Financial Forum
FINRA (NASD) Dispute Resolution, Board of Arbitrators