Focus: Insurance Strategies, Investment Strategies, Business Owners
Languages: English
BUSINESS PHILOSOPHY
My goal is to provide individuals, families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help develop strategies to meet my client’s established goals. My personal goal is to become a lifetime resource for every client.
PRODUCTS AND SERVICES
- Fixed and Variable Annuities
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- Health Insurance
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Lump Sum Pension Distribution
- Medicare Supplement Coverage
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Stocks & Bonds
- Managed Accounts
- Wealth Management Services
QUALIFICATIONS
- MBA, Wichita State University
- BS, Oklahoma State University
- CFP®, Certified Financial Planner™
- ChFC®, Chartered Financial Consultant
- CLU®, Chartered Life Underwriter
- Series 7 and 66 Securities Licenses
- Life and Health Insurance Licenses
See Carl’s Licenses and Disclosures
Check the background of this investment professional on FINRA’s BrokerCheck
MassMutual Texas Gulf Coast
Main Office
3700 W Sam Houston Parkway South Suite 250
Houston, TX 77042-5118