Title:  Senior Investment Management Adviser

Company:  Wells Fargo Clearing Services, LLC

Location:  Fort Worth, TX United States

Achievements:        

• Inductee, Worldwide Lifetime Achievement (2017)
• Honoree, Named Five-Star Wealth Manager, Texas Monthly (2010, 2012-2015)
• Honoree, Named One of America’s Top 1000 Financial Planner (2005-2006)
• Featured Listee, Who’s Who in America (1999-2000, 2007, 2012-2014, 2016)
• Featured Listee, Who’s Who in the South and Southwest (1991-1992)

Designations: 

• Master of Business Administration, University of Dallas, With Highest Honors
• Bachelor of Science in Computer Science, Michigan Technological University, With Honors

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