Brief Vita

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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