I provide 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
I am affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
I have over 17 years of experience in the financial industry, working in trading, research, private equity and advisory. I received a BS in Corp Fin/Inv from Babson College, where I graduated magna cum laude and won the college's Business Plan Competition. I have earned the right to use the CFA, CMT, CFBS and CLTC designations.
- I am licensed to sell insurance in:TX,OK,LA,CA,FL,WY,OH,ID and NY, and securities in: TX,LA, FL,OH. I am a registered representative of and can offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org<http://www.sipc.org>). Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my investment services.
Supervisory address: 10,000 N. Central Expy, Suite 1200 Dallas, TX 75231 972.348.6300
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies