Focus: Insurance Strategies, Military, Risk Management Strategies, Financial Education, Investment Strategies
Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. 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.
Previously with New York Life Insurance Company, I received the NYL Career Long Term Care Success Award in 2018 and in the same year, I received the Distinguished Toastmaster Award from Toastmasters International. In my previous life, I received a Bachelor of Science in Electrical Engineering from Marquette University in 1978 and attended Bettis Reactor Engineering School in 1979. I received my Project Management Professional Certification in 2011 from the Project Management Institute. I also received my Black Belt in Taekwondo in 2015.
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10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157