About
36th year of investment experience
Certified Financial Planner ® practitioner
Master's Degree in Financial Planning, Magna cum laude, University of Dallas 2005
Bachelor's Degree in Financial, Utah State University, 1986
Adjunct Professor at the University of Dallas, Graduate School of Management, 1999-2007
Author: Investing Quick Start Guide, #1 Best Seller on Amazon
Honored in D Magazine's "Best Financial Planners"
Received "5 Star Pro" Wealth Manger Awards in Texas Monthly
Firm Information
FirmSnow Financial Group, LLC
PositionFounder
Agency Typebroker_dealer
Firm CRD#42046
About Firm
Founded Snow Financial Group, LLC in 2006 as an Independent Planning and Wealth Management Firm. I've been in the financial services industry since 1987.
Firm Location
Professional Details
Advisor CRD#1650430
Fiduciary Yes — acts in your best interest
CompensationFee-Based
Designations
Licenses
Investment Information
Assets Under Management$70M
Company Profile
Company Size
Est. 1997
Resources
Practice Focus
Specialties
- Wealth Management 100%
Preferred Client Type
- High Net-Worth Individuals 100%
Education
Education
Utah State University
Snow Junior College
University of Dallas Graduate School of Managment
About Me
Hobbies & Interests
Community Involvement Financial Planning Association (FPA)