Focus: Insurance Strategies, Business Owners, Investment Strategies, Military, Financial Education, Retirement Income Planning, Business Succession Planning, Charitable Giving, Estate Planning, Risk Management Strategies
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
I received a Bachelor of Science from Texas A&M University – Kingsville and a Masters of Education from the University of St. Thomas (Houston). I began my early career serving as a member of the 82d Airborne Division in the US Army. I then served as an educator for 18 years before transitioning to a career in the financial services industry, beginning with New York Life and now MassMutual South Texas. I enjoy spending time with my family, as well as hunting, fishing, photography, competitive Spartan racing. A Spartan Race is a series of obstacle races of varying distance and difficulty ranging from 3 miles to marathon distances. They are held in US and have been franchised to 30 countries including Canada, South Korea, Australia and several European countries.
Texas A&M - Kingsville (1994-1997)
Oklahoma State Univeristy (1997-1998)
Southwest Texas State University (1999-2000)
University of Saint Thomas - Houston (2007-2009)
Spending time with family
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Creekside Fellowship Church
Business Networking International (BNI)
Check the background of this investment professional on FINRA’s BrokerCheck
10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157