Professional
- Education: BBA, Marketing, Texas Tech University
- Association: American Society of Pension Professionals and Actuaries
- Designation: CEBS® – Wharton School of the University of Pennsylvania and International Foundation of Employee Benefits Plans
- CERTIFIED FINANCIAL PLANNER™ certification
- Experience: Over 25 years in the financial services industry focused on corporate retirement plans
- Registrations: FINRA series 6, 7, 24, 26, 63, 66
- Life License
- Retirement Income Certified Professional, RICP®
- Presented with Top 401 Advisers Award by Financial Times - September, 2017