Misty believes a solid financial plan is the foundation to achieving financial success. With over 20 years of experience in the financial services industry, her primary focus has been helping retirees achieve their financial independence. When it comes to retirement, most people only do it once and it is important to make sure we have considered all factors. She believes that educating her clients is first and foremost in helping them make sound financial decisions.
A native Texan, Misty graduated from St. Edward’s University in Austin, TX and went on to complete her MBA at the University of Houston. She achieved her Certified Financial Planner™(CFP®) designation in 2003.
Misty lives in Sugar Land with her husband, two boys and 3 fur babies. In her free time she likes to travel, spend time with her family and support her local charities.
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Please Note: Neither media mentions, nor awards or rankings, nor the achievement of any professional designation, should be construed as a guarantee that any client will experience a certain level of results if the investment professional or Bogart Wealth is engaged to provide investment advisory services.
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