-CERTIFIED FINANCIAL PLANNER™ Professional since 2008
-Enrolled Agent since 2010
-NAPFA (National Association of Personal Financial Advisors) Member since 2008
-ACA (Alliance of Comprehensive Planners) Member since 2008
-Licensed Life and Health Insurance Agent in Oklahoma (I have this so I can give advice about insurance but I do not earn commissions from insurance products.)
-FINRA Series 65 Licensed since 2007
Specialties: Serving the tax planning and financial planning needs of pre-retired married couples.