- Owner of Churchill Wealth Advisors
- Registered Representative since 1997
- American Express Financial Advisors Inc – Financial Education Seminar Presenter
- District Manager in #2 Ameriprise Express Financial Office in 2000
- District Manager in #1 Ameriprise Express Financial Office in 2001
(based on success of new registered representatives in their first year of building their financial planning practice. As measured by American Express Financial leadership team) - Author of articles for “The Street”
- Texas Licensed Securities Representative since 1997
- Registered Investment Advisor (RIA) - Fiduciary
