Focus: Insurance Strategies, Business Owners, Retirement Strategies, College Funding Strategies, Charitable Giving, Financial Education
Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I am dedicated to making a difference in people’s lives.
Volunteer- Clear Lake Fire Department (Washington)
3700 W Sam Houston Parkway South Suite 250
Houston, TX 77042-5118