History and Statement of Purpose: After many years of providing quality income tax advice and assistance to my clients as a Certified Public Accountant, I began a dual career in Financial Services in 1994. As a registered representative of 1st Global Capital Corp I acquired Series 6, 7, and 63 securities licenses, became an Investment Advisors Representative of 1st Global Advisers, Inc. and acquired licensure to sell life, long-term care and disability insurance within the state of Texas. I am also a CERITIFIED FINANCIAL PLANNER ™ practitioner.
– Past President of Canadian Rotary Club and Canadian Chamber of Commerce
– Active member of First United Methodist Church of Canadian