I became interested in financial planning during my junior year of college after I saw my parents’ stock broker lose almost their entire life savings. I told myself I that would never let that happen to anyone on my watch.
I have over 20 years of financial industry experience working in an advisory role with High Net Worth and corporate clients. I joined MSCM after a successful tenure at Charles Schwab. Prior to joining Charles Schwab, I worked as an investment advisor for Merrill Lynch and also spent 10 years at Fidelity Investments in a variety of roles, most recently as a sales manager.
I received my BA and MBA degrees from Southern Methodist University where I was a member of the Cox School of Business Leadership Forum. I also hold the CERTIFIED FINANCIAL PLANNER™ designation.