Focus: Insurance Strategies, Business Owners, Investment Strategies, College Funding Strategies, Financial Education
I am committed to improving financial literacy. I provide a broad portfolio of financial services, including strategies to reduce college costs; asset accumulation, distribution, & preservation techniques. I offer business owner & individual life, disability income, and long-term care insurance protection strategies; as well as other financial products and services for families, businesses, and institutions.
I offer 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 fill them.
Check the background of this investment professional on FINRA’s BrokerCheck
13455 Noel Road 20th Floor
Dallas, TX 75240