Focus: Business Owners, Insurance Strategies, Investment Strategies, LGBTQ, Military, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Strategies, Student Loan Refinancing
My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs
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.
I am licensed to sell insurance in: Arkansas Producer Insurance License Number 16632613, California Insurance License Number 0M56948, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Mississippi, Nebraska, New Hampshire, New Mexico, New York, Oklahoma, Texas, Virginia, Washington.
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3 Greenway Plaza, Suite 1500, Houston, TX 77046, Tel: (713) 402-3800.
Texas A&M (1999-2002)
University of Houston - Downtown (2002-2006)
Hometown Hero Project
Feed the Children
Check the background of this investment professional on FINRA’s BrokerCheck
3 Greenway Plaza Suite 1500
Houston, TX 77046