Focus: Insurance Strategies, Business Owners, Business Succession Planning, Financial Education, College Funding Strategies, Retirement Income Planning, Charitable Giving
Languages: English, Spanish
I am dedicated to making a difference in people’s lives. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Knowledge is the key to a successful financial future.
C.T. Bauer College of Business, University of Houston Graduate
3700 W Sam Houston Parkway South Suite 250
Houston, TX 77042-5118