Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
II attended Texas A&M -Corpus Christi, majoring in history and belong to the San Antonio A&M club. My wife, Vanessa, and I have two dogs, Molly and Buddy. We are very active at St. David Episcopal Church.
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