I am dedicated to making a difference in people's lives. 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 importatly, future needs. 

I offer an analysis of your current financial situation and help you identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them. 

Whether your goals include preparing for milestone life events like retirement or college. protecting your family's future or you're simply looking for life, disability income or long-term care insuarnce protection, I promise a new level of attention, insight, and capability. 

Education

Bachelor of Science Degree from UT of Austin in 2003.