Professional Credentials
   FINRA Series 6 - Investment Company Products & Variable Contracts Representative
   FINRA Series 63 - Uniform Securities Agent State Law
   FINRA Series 26 - Investment Company Products & Variable Contracts Principal
   FINRA Series 65 - Uniform Investment Adviser Representative
   Life & Health Insurance
   
Educational Background:
  Baylor University, Bachelor Science 1967, Major-Chemistry, Minor-Math
  University of Texas @ Dallas, Masters in Management Science, 1974
  College for Financial Planning, Certification in Financial Planning, 1996

Professional Recognition:
  Five Star Wealth Advisor, Texas Monthly magazine, September 2013 issue
  Financial Planning Association, Houston chapter,
      Leadership Positions-Past Chairman of the Board and past President