Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Military, College Funding Strategies, Risk Management Strategies, Business Succession Planning, Estate Planning, Financial Education, Group Benefits, Charitable Giving, Retirement Strategies, Special Care, Business Owners, LGBTQ, Student Loan Refinancing
A Certified Financial Planner Practitioner with over 35 years of experience in life insurance, estate planning, executive compensation strategies and business succession. I have a proven track record of success as a financial strategist working with clients and their advisors creating dynamic solutions to their financial and risk management needs.
I provide hands-on assistance to clients, business owners, self-employed practitioners and advisors that may be in need of expertise in due diligence or strategic support with life insurance, business insurance, estate planning, legacy planning, as well as long term care planning.
I am building a select clientele and want to leverage my solid experience in financial, business, and estate planning while utilizing a robust suite of protection-based products, a comprehensive fee-based consulting platform, and brokerage services. I am also creating a network of other professionals in the tax, legal, and estate planning arena and providing continuing education seminars for CPAs.
My credentials include being a CERTIFIED FINANCIAL PLANNERTM Practitioner along with having the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Family Business Specialist (CFBS) designations. I also hold the Certified Long-Term (CLTC) designation, along with Series 7 and Series 63 licenses.
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3 Greenway Plaza Suite 1500
Houston, TX 77046