Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies desiged to meet their current needs, and more importantly, their future needs.
Assisting Clients to achieve financial life goals and needs, I focus on helping individuals and families by utilizing my knowledge,experiences and the resources provided by MassMutual.
The Dallas area attracts many people who are employed in the energy or financial sector. Having had executive experience in Oil and Gas Operations, Energy and Financial Products, I bring a perspective that will aide many clients on a personal as well as professional level.
Because of the variety of people we serve in Texas, MassMutual has a range of solutions to fit all life's needs, at all ages and stages of growth. Personally, my family has required educational planning, life insurance, investment strategies, health care and long term care planning. I would not hesitate to recommend the products I purchased for my family or tailor any of the other strategies to fit the needs of my clients.
To give you the best advice, I have extensive knowledge of current computer applications, analysis tools and up to-date planning concepts.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies