Senior Vice President - Financial Planning
Austin - South
About Financial Advisor
- Joined Financial Engines in 2014. Began his career in the financial services industry in 2008.
- Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s).
- Successfully completed the series 7, 24 and 66 examinations administered by FINRA.
- Hometown is Grapevine, Texas.
- He is married to his wife Lauren and enjoy being active in the Austin community.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.