Native Texan, CFP®, recruiter and consultant placing tomorrow’s new financial planners within today’s financial planning firms nationwide

Joined May 2011
The Latest Episode of the New Planner Podcast is out Now! Ep #301: 23 Years into a Financial Planning Career with Sarah Mouser bit.ly/3WkqYYY
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Update and send us your resume! We will reach out if there is a position we feel could be the right fit for you. bit.ly/3T3t3nS
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Are you job searching this fall with a pending bonus at your current firm and are not sure what to do? Check out our video! Should I Forgo my Bonus to Take a New Position? youtu.be/KgkIE4DRPTk
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APPLY NOW! New Financial Planning Career Opportunity! Associate Financial Advisor - Virtual bit.ly/3Wuf1zT
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The Latest Episode of the New Planner Podcast is out Now! Ep #300: How to Be a Standout Student in a CFP Program with Alex Healy bit.ly/3Utu4t9
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Are you unsure with how to discuss previous employers? Check out our video! How To Remain Professional When Discussing Previous Employers youtu.be/rGkqdyl51Kc
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Celebrate Indigenous Peoples' Day with all of us at New Planner Recruiting.
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The Latest Episode of the New Planner Podcast is out Now! Changing Careers and Starting a Firm from Scratch with Nicole Burdick bit.ly/4zmSIKN
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APPLY NOW! New Financial Planning Career Opportunity!⠀ Associate Financial Planner - Los Altos, California⠀ bit.ly/47CGvFX
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Are you looking to be better in client meetings? Check out our video! 3 Tips on Handling Awkward Moments in Client Meetings youtu.be/10Md2vmKFkg
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Apply to the 2026 New Planner Recruiting CFP® Tuition Scholarship today! bit.ly/4duL8CJ
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APPLY NOW! New Financial Planning Career Opportunity! Financial Planner - Colorado Springs, Colorado bit.ly/4jnpqqC
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The Latest Episode of the New Planner Podcast is out Now! Ep #297: Pivoting from a Successful Career in Technology to Financial Planning with Kimberly Keesler Herrera bit.ly/4h8bC1Q
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Have you claimed your copy of the 2026 New Planner Recruiting Salary Report? Get yours now! bit.ly/4xnEecm
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Preparing for a later stage interview? Check out our video! Don't Make This Mistake When Bringing up Compensation in an Interview youtu.be/nnwXhnUf1XA
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The Latest Episode of the New Planner Podcast is out Now! Ep #296: Changing Careers and Launching a Firm Without Lead Planner Experience with Shawn Tydlaska bit.ly/4AooatE
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Send us your reusme and location prefrences and we will reach out if there is a job that we think could be the right fit for you! bit.ly/3T3t3nS
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The Latest Episode of the New Planner Podcast is out Now! Ep #295: Changing Careers to Become a CFP with Adam Van Deusen bit.ly/4czyV1V
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