My Background

 

Born and raised in Texas, I consider myself privileged to call many of my client's friends, and have always provided a level of customer service second to none.

I focus on personal planning in the areas of life insurance, fixed and variable# annuities*, rollovers, long-term care insurance, retirement, estate planning, business succession planning, voluntary payroll deduction programs, as well as health insurance**.  I work closely with both the executives of the companies, as well as the employees, to insure that each individual's goals are met for both the short-term as well as planning for retirement.

My commitment is to be that financial resource to partner with you to research and evaluate the best financial life options to create financial health. I'm able to listen and understand what you are really saying, read between the lines, create a safe and secure place so we can create a strategy for the best quality of life for you and your family. You will learn to empower yourself to become the captain of your own life ship for peace of mind,  knowing that perhaps whatever life brings you, we together will have designed the financial fitness life strategy that you and your family deserve.

Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 
 
*Issued by New YorkLife Insurance and Annutiy Corporation.
#Securites offered through NYLIFE Securities LLC, Member FINRA/SIPC
**Products available through one or more carriers not affiliated with New York Life Insurance Company based upon product availability in your state or locality
 
 
 

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