As a financial planner, Cliff is active in creating and analyzing client portfolios as well as producing financial plans. Cliff works closely with Gerald Baker throughout the financial planning process. Cliff has taught retirement planning courses at North Central Texas College and the Dallas Police Department. Along with his other duties, Cliff’s efforts are heavily concentrated on the evaluation and recommendation of client investments. He and his wife Cathleen were blessed with their only son Mitchell in March of 2004 and they make their home in Arlington.
- CERTIFIED FINANCIAL PLANNER™
- Financial Services Industry since 2000
- Member of the Financial Planning Association
- Bachelor of Science, University of Phoenix 2002