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WHY CHOOSE ME?

First and foremost, I am a fee-only financial planner. This means I am paid by you, the client, and am not being paid a commission to sell a “product”. I can remain a truly independent and objective voice while managing your finances to meet your life goals. I provide an unbiased, outside, and professional perspective to best help you plan for and achieve these goals from a financial standpoint, ultimately leading to your personal accomplishments. Fees are determined up front by either assets managed or fee for service.

Having a financial plan can help you feel more secure and prepared for your future, whether you're nearing retirement or just starting to save. Your life changes, so your plan should too. I can help keep you on track with your objectives so you can reach your ultimate financial goals.





SERVICES OFFERED

Brightscape offers a team approach consisting of professionals skilled in:

  • Retirement planning
  • Investments
  • Generating current income
  • Accumulating capital
  • Managing/reducing current debt
  • Identifying insurance needs
  • Building a college fund
MY BACKGROUND

One of my strongest credentials is that I hold the CFP® certification. This means I have met rigorous/extensive certification requirements including initial and continuing education, examination, and experience standards. I adhere to a strict code of ethics and practice standards. Only professionals authorized by the CFP Board can use its CFP® (with flame logo), CFP®, and CERTIFIED FINANCIAL PLANNER™ trademarks.

  • Ten years of professional experience
  • Series 65 License State of Texas
  • CFP® professional - 2007


EDUCATION AND CERTIFICATION

  • BBA - Finance; Southern Methodist University
  • Certificate: Financial Planning; Southern Methodist University
  • Certificate; Entrepreneurship; Southern Methodist University


ORGANIZATIONS

  • Finance Committee for Chamberlain Performing Arts
  • Mustang Club
ACCOUNT VIEW CLIENT LOGIN



Brightscape Investments works with Fidelity Investments Registered Advisor Group ("Fidelity"), a respected name in the investment business, to open accounts and process trades. Through this arrangement, your money or securities are sent directly to Fidelity when you open an account with Brightscape

Securities in accounts carried by National Financial Services LLC ("NFS"), a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation ("SIPC") up to $500,000 (including cash claims limited to $100,000). For details, please visit www.sipc.org. NFS has arranged for additional protection for cash and covered securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.



As a Brightscape client you will receive:
  • Monthly consolidated account statements that reflect your investment positions, transactions, and realized gains and losses on your trades.
  • If you wish your Brightscape advisor will provide you with 24/7 online access to view your account, balances, and transactions.
  • 1099 tax form at year-end and a summary statement.
Fidelity provides one of the largest mutual fund "supermarkets" in the industry that gives you consolidated access to more than 5,600 funds from over 400 fund families and a total of more than 12,500 share class alternatives.

Brightscape is an independent organization and not affiliated with Fidelity Investments.
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