EJ’s life work and experience gives him perspective when assisting clients in evaluating their financial decisions. He explains, “My clients’ financial life plan begins with their goals, time horizon, and tolerance for risk. My responsibility is to help my clients bring their financial and personal goals into alignment and then work to implement strategies and tools to address those goals.” EJ adds, “Even during tough times, I want to be able to help my clients work toward building a clear path to financial freedom. I want to help them pursue their dreams.”
EJ earned a Master of Business Administration (MBA) from The Colgate Darden School of Business at the University of Virginia. He later received a Master of Science in Sport Management (MSSM) degree from Southern Methodist University (SMU). EJ is a past member of the National Association of Insurance & Financial Advisors-Dallas, and in his spare time, he enjoys cycling, weight lifting, and tropical fish.
EJ holds the following professional certifications, registrations, and licenses:
- CHARTERED RETIREMENT PLAN CONSULTANT™ (CRPC®)
- FINRA Series 7, 63 and 66 registrations with Ameriprise Financial
- Life Accident and Health Licenses
CRPC conferred by College for Financial Planning.
Check the background of this investment professional on FINRA's BrokerCheck