BUSINESS PHILOSOPHY
My job is to know each client well enough to understand their financial goals, personal risk tolerance, time horizon, and investor experience. I then apply my experience and knowledge of financial instruments to help them pursue their goals.
PROFESSIONAL ADVANCEMENT
• Series 6, 63, 65, 7
• Texas Life and Health Licenses
• LUTC-F Designation
COMMUNITY INVOLVEMENT
- Hill Country Historical Foundation – Secretary & Treasurer
- Christian Job Corps of Gillespie County - Vice President
- Kairos Prison Ministry International: Connally Advisory Council Member
- Friends of Enchanted Rock – President
PRODUCTS AND SERVICES
- Retirement Planning
- IRAs – 401kLife Insurance – term, permanent, estate planning.
- Income Planning
- Long Term Care Insurance
- Disability Income Insurance
- Health Insurance
- Investment Strategies
- College Funding