BUSINESS PHILOSOPHY
To educate my clients so that together we may make the decisions necessary that will give them the financial independence they so desire. This I hope to accomplish by using the resources available to me through a team of professionals with various specialties that will ensure that the decisions my clients make will help address their goals and objectives that will help facilitate financial independence.
PROFESSIONAL ADVANCEMENT
• Registered Representative of IFP Securities, LLC
• FINRA Series 7, 63, 65
• Life, Accident and Health Licensed
• BA Degree, University of Pittsburgh, 1994
• Fluent in Spanish
COMMUNITY INVOLVEMENT
Member, Cross-Bridge Community Church, Past President, CYO-St. Elizabeth Ann Seaton Catholic Church Involvement & Fundraising Assistance,
Comal ISD Foundation
Bulverde Youth Soccer Association
Girl Scouts of America
Soccer for a Cause
Make-A-Wish Foundation of South Texas
Eleanor Kolitz Academy
PRODUCTS AND SERVICES
- Portfolio Strategies
- Retirement Planning
- Business Succession
- Planning Estate
- Conservation & Analysis
- Charitable Giving
- Life Insurance
- Health Insurance401(k) & 403(b) Plans
- Non-Qualified Retirement Planning
- Traditional & Roth IRA’s
- Mutual Funds
- Disability Insurance
- Long Term Care
- Insurance Business
- Overhead Protection
- College Education Funding