I
work as a Texas-registered investment adviser, Attorney and Counselor
at Law, Certified Financial Planner®, Certified Divorce Financial
Analyst™, and President of Celtic Capital Corporation-a financial
services firm helping clients design a stable financial future. I
assist you with comprehensive financial planning, investment advice,
and portfolio structure. I serve as a wealth advisor and tax lawyer
helping people safeguard their net worth while paying in fewer taxes.
I arbitrate cases for FINRA and NFA. I hold the 3, 7, 63, and 65
certifications from FINRA, and insurance licenses from the Texas
Department of Insurance. I was formerly a shareholder and vice
president of a major industrial contracting company.
Below is a recently narrated vita.
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