Most of the advisors I met were more concerned with the fee they would earn from managing my money than with giving me sound, objective advice. So in 2018 I built the firm I wanted to hire: hourly, fee-only, and focused on advice.
Before starting my hourly financial planning practice, I spent nearly two decades as a financial consultant to businesses across industries, the majority of that time in financial services. Reporters regularly ask for my perspective on financial planning; you can see those media appearances here.
I'm also passionate about blockchain technology and digital assets. I've followed the space closely since 2015 and enjoy sharing what I've learned with clients and the public, which led to our crypto tax and financial planning practice.
Designations and associations
- American Institute of Certified Public Accountants (AICPA) Personal Financial Specialist
- CERTIFIED FINANCIAL PLANNER™ certificant
- Certified College Financial Consultant (CCFC), listed in the AICCFC Find a CCFC directory
- Registered Life Planner® (RLP®), Kinder Institute of Life Planning
- Global Financial Planner Fellow
- Member in good standing of the Global Financial Planning Institute
- Member in good standing of the AICPA's Personal Financial Planning (PFP) Section
- Member in good standing of the Texas Society of CPAs (TXCPA)
- Former board member of TXCPA Houston (2020–2022)
- Past member and volunteer with TXCPA Houston's PFP Committee
- TXCPA Houston recognition for Significant Contribution by a Member in Industry (2021)
- Houston CPA Society Rookie of the Year (2018)
- Certificate, AICPA Blockchain Fundamentals for Accounting and Finance Professionals
Education
- B.S. in Business Administration (Finance) and M.S. in Accounting, University of Colorado Boulder