Career Highlights: 19 years experience in the investment industry. Currently the Senior Vice President of Wealth Management Services at King Investment Advisors, and a Certified Financial Planner™ Certificant. Manages $130 million.
Member of the Financial Planning Assocation (FPA); Board member, the University of Houston Gift Planning Advisory Council; and formerly served on the Board of the Planned Giving Council of Houston, and is a member of the Houston Estate and Financial Forum.