Focus: Insurance Strategies, Business Owners, LGBTQ, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
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 assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Knowledge is the key to a successful financial future. Protect those you love.
Chess, Biking, Jogging, Tennis, Worship
Affiliations & Memberships
Founding Member of Day Break Rotary Club, Founding Member of Philipsburg Toast Master Club, Member of Seventh-Day Adventist Church
SDA Community Service-Food Bank
3700 W Sam Houston Parkway South Suite 250
Houston, TX 77042-5118