Professional:
I began my financial planning business in 1982 after earning my BBA degree from Texas A&M University. I hold the FINRA Series registrations 6, 63, 7, and 24. I'm an independent Registered Investment Advisor, Chartered Financial Consultant (ChFC), and I'm licensed by the Texas Board of Insurance.
I'm separately registered with and offer securities through Osaic Wealth, Inc, an independent broker-dealer, member FINRA / SIPC.
For several years, I taught my financial planning course,"Fiscal Fitness", for the Continuing Education Departments of Trinity Valley Community College in Athens, Texas, Stephen F. Austin University in Nacogdoches, Texas, Angelina Community College in Lufkin, Texas, and East Texas Baptist University in Marshall, Texas.
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Personal:
Married to Kelly since 1982. Two daughters, Morgan, married to Anthony Hallum, and Rachel Montgomery. Two grandchildren, Brinlee Hallum and Benson Hallum (I'm Pop, Kelly is Gigi)
Board of Trustees, Jacksonville Independent School District, 1995 - 2004
Past Chairman, Jacksonville Education Foundation in Jacksonville, Texas, 2011 - 2017
Former Division 1 college basketball official
HOBBIES:
Playing with Brinlee and Benson as much as possible
Anything athletic
Radio voice of the Jacksonville High School Fightin' Indian football games since 1982
Keeping up with my clients and their families