Focus: Insurance Strategies, Financial Education, Charitable Giving, College Funding Strategies, Estate Planning, Retirement Income Planning
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. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
(2006) Stephen F. Austin State University - Ed.D.
3700 W Sam Houston Parkway South Suite 250
Houston, TX 77042-5118