Focus: Insurance Strategies, Business Owners, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving
I began my career as a Financial Services Professional 25 years ago when I opened my own insurance agency focused on helping families protect their most valuable assets. After earning several awards, I transitioned into high-performing sales and executive leadership positions. These opportunities allowed me to gain an in-depth understanding of business operations at all levels. With my breadth of experience as a business owner and a finance professional, I am well positioned to coach executives, business owners, and high net worth individuals through our ever-changing economic environment. Together, my expertise and MassMutual Greater Houston’s advanced strategies form a powerful combination to guide business owners and professionals toward their financial goals.
University of Central Missouri
Affiliations & Memberships
Karma International, VP of Membership - Houston Chapter
Texas Children's Hospital - NRI
1575 Sawdust Rd Suite 150
Woodlands, TX 77380