- phone 972-348-6320
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Focus: Insurance Strategies, Investment Strategies
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 Trust Co., FSB
I am a Baylor graduate with a B.B.A in finance.
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14241 Dallas Parkway Suite 1200
Dallas, TX 75254