14241 Dallas Pkwy, Suite 1200
Dallas, TX 75254
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
I am a Baylor graduate with a B.B.A in finance.
Languages: English
Credentials: CFP®, CPA, CLU®, ChFC®
Specialties:Insurance Strategies, Investment Strategies
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