I have been providing financial education, planning, and coaching services since 2015.  Completing the courses and examinations below have been important to enabling me to do this effectively. I also published a book titled “Biblical Wisdom for Money Management: Understanding God’s Financial Truths”, which is a valuable reference for clients who are Christians.

• Crown Financial Ministries Life Group Biblical FInancial Study

• ramsey solutions financial peace University and Legacy Journey

• Executive certificate in financial planning from Duke university

• Certified Financial Planning (CFP) examination (a 10-hour exam)

• Ramsey solutions master financial coach certification

Additional background and qualifications not mentioned above are:

• B.S. Physics, U.S. Naval Academy

• MBA, University of California at Berkeley

• Qualified in Submarines, U.S. Navy

• Marketing and Business Development Positions at HP, IBM, and LENOVO

• PARTNERSHIP COUNCIL, the REFUGE cENTER FOR COUNSELING

• MARRIAGE MENTOR, CHURCH OF THE CITY

• MENTOR, wILLIAMSON COUNTY SCHOOLS ENTREPRENEURSHIP & INNOVATION CENTER