MBSQuoteline, a financial information company, has been serving loan originators and risk managers with actionable, mortgage backed securities data since its inception in 1992. The Austin-based firm provides real time Mortgage Backed Securities prices, concise, factual reporting on mortgage market movements, financial news and incisive market commentary throughout the day by experienced analysts - as the news happens-and much more.MBSQuoteline offers advance notice of market movement that is likely to trigger investor re-pricing, which creates a window of time for originators and risk managers to make proper pipeline decisions. This crucial information is delivered web based featuring a proprietary Price Change Chart, streaming real-time MBS prices as trades happen, news and analysis on the MBS market throughout the day, and special alerts when pricing becomes favorable or unfavorable. The real time prices, up-to-the-minute market news and analysis of financial events as they occur are also delivered directly to any mobile device, email or SMS technology, bringing unparalleled portability to all features of its service.MBSQuoteline provides professional reporting of MBS prices and economic indicators without forecasting, which keeps the autonomy of decision-making in the hands of risk managers. Loan officers and originators benefit by knowing when investors are about to re-price, and by seeing volatility and trends develop in the market, giving them a competitive edge in the market which allows them to better serve their clients.

Provide complete financial solutions to individuals, business owners and employees through education planning, retirement planning and estate planning. Currently hold FINRA licenses 52, 63, 65 and 7.

Provide investments, savings and liability management while enhancing financial strategies through utilization of wealth management tools. Responsible for maintaining existing client relationships by providing day-to-day service and advice.

Responsible for providing investment support for individual clients of four retail bank branches with assets totaling over $70M in deposits and investments. Designed specific recommendations addressing goals, risk tolerance and timing of investment strategies after careful analysis of current investments.

Responsible for managing and implementing an ongoing evaluation of money managers and their performance on a before and after tax basis. Consulted with clients on their financial decisions and guided their investment strategy to achieve their personal goals.