I am a Helper. My first career was as a Police Officer. In this position, I worked to develop relationships using a “community policing” philosophy where trust and understanding are critical. In this role, I also realized I had a knack for finance, as I often found myself helping colleagues understand how the retirement plan worked and what to consider to maximize their benefit options. After 20 years, I retired in December 2016 to attend The University of Texas at Dallas as a non-traditional student. I graduated in 2021 with a Bachelor of Science in Finance (BSF) and started my new career in financial planning. Outside of finance, I like to bicycle and travel with my wife. I love animals! Our cat, Goose, is our furry companion. I also volunteer at Amazing Grace Food Pantry and My Possibilities and enjoy puns of all stripes.
