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
The Nuts and Bolts of Settling an Estate
Principles of Investing
Investment Lessons Learned
The Wall Street JournalThe Wall Street Journal Online
Financial Planning Investment Advisor
Investment News Senior Market Advisor
Austin Business Journal Austin American-Statesman
Capital Achievements, LLC - Founder and Principal
MoveForward, LLC - Founder and Principal
Pauley Financial Services, Inc. - Founder and Principal
Capital Achievements, LLC
4514 Cole Ave, Suite #600
Dallas, Texas. 75205
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