Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
SIE
Series 7
Series 66
Group 1
APMA
Bachelor of Science in Economics, University of Texas at Tyler
Bachelor of Business Administration, University of Texas at Tyler
Bachelor of Business Administration, University of New Mexico
Bachelor of Business Administration in Finance, Stephen F. Austin State University.
Series 63
Associates of Business
Tyler Junior College
Bachelor of Commerce
Master of Business Administration in Finance
University of Texas at Tyler
University of Oklahoma
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