
Timeline
About me
Vice President | SmartVestor Pro
Education

Texas a&m university
2004 - 2008Bachelor of business administration financeActivities and Societies: Corps of Cadets, Texas Aggie Band, B-Company, Ross Volunteer Company, Aggieland Orchestra - Graduated Cum Laude- Commander of B-Company in the Aggie Band
Experience

Img financial group, inc.
Sept 2008 - nowAs Director of Field Development, Austin oversees training and accountability for new Financial Advisors at IMG Financial Group, Inc. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 4550 POST OAK PLACE SUITE 125, HOUSTON, TX 77027
Vice President
Jan 2020 - nowDirector of Field Development
Jun 2013 - nowFinancial Advisor
Sept 2008 - now

Ramsey solutions
Feb 2017 - nowSmartvestor proRamsey’s SmartVestor program is a nationwide network of top-tier investing professionals who are committed to educating and serving the hundreds of thousands of people who come to Ramsey for guidance on their financial journey.You can apply to join these trusted experts at Website URL below and receive high-quality referrals and coaching that will help you grow both professionally and personally.SmartVestor is a part of Ramsey Solutions—a company founded by financial expert Dave Ramsey that provides biblically based, commonsense education and empowerment that gives HOPE to everyone in every walk of life. Show less
Licenses & Certifications

Series 66 - investment advisor representative
Financial industry regulatory authoritySept 2008
Certified financial planner™ designation
Cfp boardJun 2012
Series 7 - general securities representative
Financial industry regulatory authorityAug 2008
Series 24 - general securities principal
Financial industry regulatory authority
Group one life and health insurance license
Texas department of insurance
Securities industry essentials (sie)
Finra
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