Biography
Conduct advanced financial planning case consultations with financial advisors focusing on analyzing the client's financial condition; identifying key financial goals and developing implementation strategies.
Industry Expertise (2)
Professional Training and Coaching
Financial Services
Education (2)
University of Houston: Bachelor's of Arts Journalism, Journalism 1995
LeTourneau University: Masters of Business Administration, Finance 2006
Affiliations (1)
- Gracefully Speaking Toastmasters Club
Links (1)
Style
Availability
- Keynote
- Panelist
- Corporate Training
Fees
0 to 500
*Will consider certain engagements for no fee
Social