Work:
Investment Planners, Inc. -- Ipi Wealth Management, Inc.
Cfp
Stevens Financial Group
Jul 2004 - Jun 2006
Financial Planner
Lincoln Financial Advisors
Jul 1999 - Jul 2004
Financial Planner
Bank One
1997 - 1999
Trust Administrator
Nations Bancorp
1995 - 1997
Account Administrator
Education:
University of North Texas Jan 1, 1998 - Dec 31, 1999
The University of Texas at Dallas
Bachelors, Bachelor of Arts, Interdisciplinary Studies
Skills:
Wealth, Wealth Management, Wealth Accumulation, Investment Advisory, Retirement Planning, Financial Advisory, Asset Allocation, Financial Planners, Finance, Financial Planning, Employee Benefits, Iras, Series 7, Retirement, Mutual Funds, Small Business, Investment Strategies, Portfolio Management, Fixed Annuities, Asset Protection, Estate Planning, 401K, Alternative Investments, Cash Flow, Communication, Teamwork, Series 63, Strategic Financial Planning, Wealth Transfer, Insurance, Insurance Planning, Risk Management, Wealth Preservation, Trusts, Charitable Giving, Investments, Securities, Asset Management, Financial Services, Certified Financial Planner, Tax
Certifications:
Certified Financial Planner
License 73339
Cfp Board, License 73339