Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I am licensed to sell insurance in: TX, CO, CA (Insurance license #0K89210) and securities in: TX, OK, NY, AL, MO, LA, CA. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 3700 W Sam Houston Pkwy S, Suite 250, Houston, TX 77042. 832-251-5400. Local Firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or it affiliated companies.
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and earned the Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®) designations.
Investment Strategies
Insurance Strategies
Risk Management Strategies
Retirement Income Planning
Retirement Strategies