BUSINESS PHILOSOPHY
With over 35 years experience in the Accounting and Financial Services Industry, I am driven to provide objective, tailored strategies to assist you in pursing your life and family goals!
PROFESSIONAL ADVANCEMENT
• Registered Representative of IFP Securities, LLC
• FINRA Series 6, 63 and 26 Securities Registrations
• Life, Accident and Health Licensed
• Attended UTSA
COMMUNITY INVOLVEMENT
- Member, St. Matthew Catholic Church and Holy Trinity Catholic Church
- Member, of the Planning and Zoning Commission, Shavano Park
- Involvement, Big Brother and Big Sisters
- Involvement, ACTS Community
PRODUCTS & SERVICES
- Business Succession
- Charitable Giving
- Life Insurance
- Health Insurance
- Traditional & Roth IRA’s
- Mutual Funds
- Disability Insurance
- Long Term Care
- Business Insurance
- College Education Funding