Funds raised
| Year | Amount raised |
|---|---|
| 2010 | $5505 |
| 2011 | $7115 |
I work with small business owners and families for their investment and finacial planning needs. I graduated from Clemson University, in Clemson, SC, in 2002 with a major in Management and a minor in Finance, with a focus on financial planning. After four years of work experience I enrolled in UT's CFP(r) program, completed the required coursework, and ultimately became a Certified Financial Planner (tm) in December of 2007. SWS Financial Services is a subsidiary of SWS Group which is based in Dallas and manages over $4.4 billion in assets. Being an independent advisor, I am able to put conflicts of interest aside and always keep the interests of my clients ahead of the interests of my firm. In my free time, my wife and I enjoy playing tennis and waterskiing on Lake Austin.


