Associations and Memberships
I have been an active member of The National Association of Insurance and Financial Advisors for the past 28 years. NAIFA is the nation’s largest financial services membership association. Its mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of financial advisors.
I have been an active member of The Houston Estate and Financial Forum for the past 12 years. A Forum that provides estate planning strategies and solutions for financial advisors.
For the past 8 years, I have been an active member of The Fort Bend County Chamber of Commerce The Chamber of Commerce serves its community as the voice and advocate for business in the Fort Bend region.
Member of the National Association of Estate Planners & Councils and recently earned the Designation of AEP (Accredited Estate Planner.