Focus: Insurance Strategies, Investment Strategies, Business Owners
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your retirement income goals and asset protection needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in:
• Advisory services
• Retirement planning
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services.
Check the background of this investment professional on FINRA’s BrokerCheck
3700 W Sam Houston Parkway South Suite 250
Houston, TX 77042-5118