President / Financial Advisor
My name is Mo and I graduated from Baylor University in 1980 with a BBA in Finance. I earned my Series 7 (General Securities Representative) license in 1982 and have been serving individual investors since.
It is necessary, I believe to keep up with changes in our industry. It requires many hours of continuing education. Over the years, I have acquired the needed CE courses by enrolling in and completing designations (i.e., CFP in 1986, ChFc in 1989 and CIMA in 1999). Education is of paramount importance to me and my clients.
I am grateful that my two daughters, Shannon and Katelyn, each a graduate of Texas Tech University, are living and working in Central Texas.
Through the years, I've had the opportunity to serve my community in such capacities as Vice President of the Georgetown Chamber of Commerce; Deacon, First Baptist Church; President, Georgetown Rotary Club; Texas Baptist Children’s Home Foundation Board; Georgetown Hospital Foundation Board and Georgetown Community Foundation.
Professionally, I established the first New York Stock Exchange office in Williamson County and enjoyed success as a Limited Partner with a regional brokerage firm. Later, I was invited to become Vice President of a nationally recognized money management firm. My experience on Wall Street strengthened my resolve to work independently while managing the financial affairs of select families in Williamson County.
Away from the office, I earned a First Place finish in the Berry Creek Country Club Championship Golf Tournament, completed the Austin Motorola Marathon in 3 hours, 53 minutes and am trying to find time to practice the piano and the guitar.