I am a wealth management and planning professional with over 25 years of experience. I provide clients with a holistic approach to help them achieve financial independence and peace of mind. I work with successful professionals, retirement-focused individuals, and analyzers who want to simplify complex decisions and avoid potential blind spots. I also work with accumulators looking to save money on fees, expenses, and taxes, as well as delegators who want a knowledgeable and trustworthy investment fiduciary.I have achieved several designations, including the Certified Financial Planner (CFP®) in 2004, the Chartered Financial Analyst (CFA®) in 2014, the Accredited Estate Planner (AEP®) in 2010, and the Chartered Life Underwriter (CLU®) in 2008.I also am the Program Advisor for The University of Texas at Austin Financial Planning Certificate Program and a Board Member of the CFA Society of Austin, a member of the Financial Planning Association of Austin, and the Estate Planning Council of Central Texas.I graduated from The University of Texas at Austin with a Bachelor of Science in Electrical Engineering in 1995. My passion for this profession was ignited when I took “Personal Family Finance” as an elective course within that degree.Advisory services offered through Per Stirling Capital Management, LLC.