Focus: Charitable Giving, College Funding Strategies, Estate Planning, Financial Education, Insurance Strategies, Investment Strategies, Student Loan Refinancing, Retirement Income Planning, Retirement Strategies, LGBTQ, Business Owners, Military, Risk Management Strategies
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. 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.
Living mutual has always been at the core of human existence, and it's guided MassMutual since its founding in 1851.
I am looking to introduce people to a career as a financial professional where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges.
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Member of the National Association of Insurance and Financial Advisors (NAIFA)
Board member of Women in Insurance and Financial Services (WIFS)
Volunteer and member of The Women's Fund
Volunteer and Mentor for Spring Branch ISD
Check the background of this investment professional on FINRA’s BrokerCheck
3700 W Sam Houston Parkway South Suite 250
Houston, TX 77042-5118