I understand first hand how smart collaborative law is, and the importance of financial neutrality. In addition, I bring over 20 years of wealth management experience and expertise in financial planning and investment management. I lead the Westshore Dallas office, after 15+ years at BofA and RGT.
, CFP, CIMA, CPWA, MBA
8201 Preston Road
CFA Society of DFW
FPA of DFW
Recognized in Barron’s Magazine as one of America’s “Best Bankers.”
Recognized by D Magazine as one of the “Best Wealth Managers” in Dallas.
Recognized by D Magazine as one of the “Best Financial Planners” in Dallas.
University of Arizona
Saint Mary's College