My job is to demystify the financial planning process. Planning is not rocket science. It does not have to be difficult or overly time consuming. What most need is simply a clear understanding of what they own, where it is, and how to best manage it.
I enjoy running and have completed numerous marathons and several trail and road relays. Let me know if you have a destination marathon that should not be missed, and we'll run it together.
I split time between Texas and California in support of our clients and partners on the West Coast. I enjoy spending time with my kids and dog - but not necessarily in that order.