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Philosophy and Education

Service Philosophy

When it comes to the daily life of business, I am experienced in protecting wealth and making prudent decisions. Trust plays a key role in my practice and understand it is essential when working with clients. At the same time, I recognize the reasons why people invest with professionals - to help reduce stress and prepare for the future. It's a bit of a balancing act: safety, earnings, and maintaining the highest level of customer service.

Education and Licenses

  • Louisiana State University - Bachelor of Science, 1988
  • Texas State University - MBA, 1993
  • Securities Registrations: Series 6, Series 63, Series 65
  • Insurance Licenses: Life, Annuities and Long Term Care

Community Service

  • West Austin Chamber of Commerce
  • Tracy's Bikes for Schools, Founder

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