Focus: Insurance Strategies, Retirement Income Planning, College Funding Strategies
Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. 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 am a Finance major at Texas A&M University Kingsville and plan to graduate in December of 2020. A Houston native, I am currently living in Kingsville. I am currently studying for the NASAA (North American Securities Administrators Association) Series 65 License exam and am a member of the FMA (Financial Management Association). Unfortunately, a New York convention that I had planned to attend with the FMA this year was cancelled. The convention would have allowed me to compete against others in the financial analysis of companies and making inferences based on what was found. I also currently work setting up events and activities for clients, communicating with them to provide a smooth, running event. I keep active and have recently been jogging with a friend and have also been learning lacrosse. When I’m not busy studying, I enjoy playing guitar as well as fishing. During a recent deep-sea fishing trip, I caught a small black tip shark. Life has been gracious enough to hand me experiences that I will not forget. Through those experiences I have learned to persevere and excel in times of crisis and urgency.
Texas A&M University Kingsville
Affiliations & Memberships
Financial Management Association (FMA)
10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157