Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Financial Education, Estate Planning, Risk Management Strategies
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I help people protect the ones they love through a variety of financial products and solutions to meet their needs. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
BBA - The University of Texas at Austin - Red McCombs School of Business
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25211 Grogans Mill Suite 120
The Woodlands, TX 77380