Advisor at Edward Jones
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Edward Jones
2019 - Present (7 years)
Chino Valley Unified School District
2018 - 2019 (1 year)
Sweetwater Union High School District
2017 - 2018 (1 year)
Orange County Dept. of Education
2016 - 2019 (3 years)
Huntington Beach Union High School District
2001 - 2017 (16 years)
CFP®
The Woodlands, TX
SF Planning Group LLC
My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.
Series 66
Conroe, TX
Edward Jones
Series 66
Spring, TX
Edward Jones
CFP®, Series 63, Series 66
The Woodlands, TX
Edward Jones
CFP®, Series 66
Conroe, TX
Edward Jones
Series 66
Montgomery, TX
Edward Jones
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