Professional
Professional Designations
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Retirement Income Certified Profession (RICP®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education
- University of Texas (Austin): Juris Doctorate in Law
- University of Texas (Austin): Bachelor of Business Administration in Accounting
Associations and Memberships
- Dallas Estate Planning Council (Former Board of Governors)
- North Texas Estate Planning Council
- National Association of Insurance and Financial Advisors
- Texas Bar Assosication
- Lifetime member of the University of Texas Ex-Students Association
- Lifetime membership in the Texas PTA for his involvement at his kids' schools