Financial Management Expert Witness TX 529758


Expertise Description

I have over 20 years of consulting experience in finance with an emphasis in financial management and investment management. My areas of expertise include comprehensive financial planning, individualized investment strategy, investment management, retirement and education planning, income and asset protection, estate planning, and debt management. I have prior experience offering consultations and deposition as a financial management expert witness.

Areas of Expertise


Education

Degree Subject Institution
M.B.A. St. Edward’s University – Austin Texas
Texas School of Trust Banking – Dallas Texas
B.A. Vanderbilt University – Nashville Tennessee

Licenses Certifications

Certified financial planner

Awards & Affiliation

National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)
Estate Planning Council of Central Texas, Board of Directors

Primary Affiliation

National Association of Personal Financial Advisors (NAPFA)



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