Master in Business Administration (MBA®), Harvard Business School, Boston, Massachusetts
Bachelor of Science (Economics), United States Military Academy, West Point, New York. Distinguished Graduate (top 4%), Phi Kappa Phi Honor Society, Cadet Regiment Commander (1 of 4)
Certified Financial Planner™ (CFP®) practitioner #042085
Accredited Investment Fiduciary™ (AIF®)
NAPFA-Registered Financial Advisor™
University of Texas Professional Development Center - Financial Planning Certificate Program, Austin, Texas. First instructor hired for this program which provides the education prerequisite to take the Certified Financial Planner Board of Standards, Inc.’s CFP® Certification Exam. Instructor for introductory Fundamentals of Financial Planning and capstone Strategies and Case Studies courses. In 2006, earned the program’s “Excellence in Teaching” award.
United States Military Academy, West Point, New York. Associate Professor. Taught the core Economics class and served as course director and instructor for the elective Financial and Investment Management course. Created a 10-lesson, Financial Basics course taught to all cadets, which is still being taught today. Served as Officer-in-Charge for Cadet Finance Forum and Assistant Coach for the Women’s Varsity Tennis Team.
The Road to Financial Freedom
Tying Up Life’s Loose Ends iMoney
The Nuts and Bolts of Settling an Estate
Principles of Investing
Financial Literacy
Investment Lessons Learned
Money Matters 4U / 4Grads / 4Women
The Wall Street Journal The Wall Street Journal Online
Financial Planning Investment Advisor
Investment News Senior Market Advisor
Austin Business Journal Austin American-Statesman
Qualifications: Airborne, Ranger
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Office Address
100 Congress Ave, Suite 2000
Austin, Texas 78701
Mailing Address
1801 Red Bud Ln, Suite B-PMB260
Round Rock, TX 78664