What Chandler enjoys most about the financial planning profession is building life-long partnerships with clients and assisting them with their planning needs. Chandler passionately believes in letting personal values drive both the goal setting and financial planning process. Chandler enjoys working with young professionals during the wealth accumulation phase, guiding them through life’s “little bumps” along the way.
Chandler stays active in the financial planning community through organizations such as the Financial Planning Association and the Estate Planning Counsel of North Texas. He continues to enhance his education, most recently by working to acquire his life, health and disability insurance licenses after earning his CERTIFIED FINANCIAL PLANNER™ certification. Chandler is a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services, holding Series 7, 63, and 65 Licenses. Chandler is also licensed through the Texas Department of Insurance to serve as an agent for life, health and disability insurance.
Chandler graduated from the University of North Texas with a Bachelor of Business Administration in Economics. He remains an active alumnus through his membership in North Texas Exes, and continues to support “Mean Green” football. When Chandler is not watching sports, he enjoys competing. He was recently named the MVP of his league champion softball team.
Chandler and his family reside in Colleyville where they take an active part in supporting and volunteering for their city, community, and church.