Affiliations
Professional Profile
Degrees Conferred:
Texas A&M University – Bachelor of Business Administration, major in Finance.
Texas A&M University School of Law – Master of Jurisprudence, double major in Wealth Management and Risk Management
Professional Designations Earned:
Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary® (AIF®), Chartered Retirement Planning Counselor (CRPC®), Chartered Life Underwriter (CLU), Accredited Estate Planner (AEP®), and Registered Social Security Analyst (RSSA®)
Professional Activity:
Served on the Advisory Board of the Journal of Financial Planning and the Dallas-Fort Worth Financial Planning Association Board of Directors. Adjunct Professor – Financial Planning at Southern Methodist University in Dallas, Texas (since 2003).
Areas of Expertise
- AIF/AIFA/PPC
- CFP
- Financial Education Specialist
- Retirement Specialist
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
