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 was raised and surrounded by an educated and business minded family, who influenced me a great deal. My paternal grandfather was from Monterrey, Mexico and became a doctor while my father became a criminal defense attorney, and my stepmother, a realtor. My maternal grandfather is a collections agency owner, of which he built from the ground up, my mother works for a Texas senator, and my stepfather is a CPA. At an early age, I was very active and enjoyed the outdoors which led me to my love of sports at which I excelled. In high school, I was an inside linebacker, but following an auto accident, I changed my career plans. I then found an interest in theatre arts and pursued that through my first semester at Baylor; however, after a few years, I found my true passion for service and business. Having a large family, I have always been very social and cofounded a social fraternity at Baylor which actively engaged in brotherhood, community service, and events. This also helped me discover my passion for helping others with my involvement in Habitat for Humanity and other philanthropic organizations. I seek to do well by doing good for others and I am inspired by the hardship I faced having worked my way through college and eventually graduated from Baylor University in the spring of 2016 with a BBA in Finance and Management Information Systems.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies