Alyson’s works reflect her personal and financial principles. Her key areas of focus are small business owners, large corporate employees and executives, as well as personal family planning, which includes all phases in life’s journey: job changes, marriage, birth of a child, loss of a spouse, and retirement income planning. More importantly, her professional relationships center on those who are committed to improving their financial future. Alyson is proud to call herself a life-long Texan and loves helping her clients.

 

Memberships & Awards:

• Inducted into the National Association of Insurance and Financial Advisors (NAIFA) Hall of Fame 2016
• Over 20 years in Financial Industry
• Past consistent Leaders Conference Qualifier, most recently in 2019
• Qualifying Member of Million Dollar Round Table, most recently in 2019

Licensing/Designations:

• CASL – Chartered Advisor for Senior Living designation
• ChFC – Chartered Financial Consultant designation
• LUTCF – Life Underwriter Training Council Fellow
• Series 6, 7, 63, & 65 Licenses
• Life & Health Insurance License