BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

• Fixed Annuities & Variable Annuities
• Charitable Giving Strategies
• Disability Income Insurance
• Estate Conservation Strategies
• Education Funding Strategies
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Medicare Supplement Coverage
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Mutual Funds
• Tax Sheltered Annuities, 403(b) Plans
• Term Insurance and Whole Life Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Auto Insurance
• Employee Benefit Plans
• 401(k) Plans
• SEP IRA’s

QUALIFICATIONS

• Certified Family Business Specialist (CFBS) Designee
• Licensed to offer Life & Health Insurance in Texas and Louisiana
• Registered to offer securities products in Texas, Louisiana, California, Pennsylvania, and Nevada
• Licensed to offer Property and Casualty Insurance in Texas

PERSONAL

• 30-year resident of Houston
• Hobbies: Running and reading

ORGANIZATIONS

• Member of State Bar of Texas
• Member of the Bar of the Commonwealth of Pennsylvania
• Member of the U.S. District Court for the District of Columbia
• Texas Notary Public
• Past Assistant Editor, South Texas Law Review