Contact Information

  • Company: Evensky & Katz
  • Phone: 806 392-2525
  • Cell: (806) 392-2525
  • Website:
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Specialties & Experience

General Specialties: Securities & Investments

Specialty Focus: suitability, retirement, financial planning, asset allocation, fiduciary, diversification

Education: Bachelor of Civil Engineering, Cornell University; Master of Science, Cornbell University

Years in Practice: 30+

Number of Times Deposed/Testified in Last 4 Yrs: 3

Additional Information

Chairman of a $1.6 billion Investment Advisory firm Professor, Texas Tech University, Department of Personal Financial Planning 10+ years expert testimony experience FINRA, state and federal court