• Professional Story

  Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

  I am a graduate of Texas A&M University with a degree in Aerospace Engineering. Harkening frommy successful stint as a rocket scientist,I have found the balance between multi-dimensional problem solving and exceptional listening skills.

  I love making a difference in the lives of my mentees and clients, watching them achieve what they’ve set out to do. In that same spirit, Iserve on committees for the Special Olympics, helping put on athletic events, supporting Special Olympics athletes as I have been doing since the eighth grade. I also speak within the community regarding special needs issues and received my ChSNC, Chartered Special Needs Consultant, designation in January of 2020.

  Education

  Texas A&M University

  Community Involvement

  Special Olympics

• Languages:

  • English

• Credentials:

  • CRPC®
  • LUTCF®
  • CLF®
  • FSCP®
  • ChSNC™

• Specialties:

  • Insurance Strategies
  • Investment Strategies
  • Business Owners
  • Retirement Income Planning
  • Estate Planning
  • Financial Education
  • Military

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