Event Sponsor:Cafe MonteverdeCome out and support our sponsor and the non-profit sponsor as well:Charity CupJust remember to reach your goals, it is about how many more people you can help reach their goals.I am really looking forward to seeing my closest 300-400 friends this Wednesday at Uptown Park.Please invite 10 friends…See More
For You and Your Family...
-Traditional and Roth IRA's
-Stocks, Bonds, and Mutual Funds*
-Life, Disability, and Long Term Care Insurance
-Individual and Group Health Insurance
-Education Cost Strategies
-General Asset Protection Concepts+
-Basic Income Protection Strategies+
-Association with business professionals
such as attorneys, CPA's and financial institutions
For Your Business...
- 401(k) Plans
- Executive Compensation Strategies
- Employee Benefit Programs
- Buy/Sell Funding
- Business Insurance Strategies
- Business Succession Strategies
- Financial Strategies*
- Tax Strategies+
- Business Solutions and Growth Strategies*
- Association with business professionals such as attorneys, CPA's and financial institutions
I am originally from South Dakota, where I spent the first 19 years of my life. I grew up playing hockey and golf actively and still do today. After high school, I went to New Mexico State University where I majored in Business Marketing and also graduated from their PGA Golf Management program as a PGA Teaching Professional.
I seek to help clients with each of their financial conditions and personalize my service to develop and maintain a tailored financial strategy. Working with a team of financial professionals and support staff, I stand ready to provide suitable strategies and consistent service that best reflect the interests of my clients.
Have Attended Live InHouston Netweaving Events (ever):
Considering that our services are tailored to a wide variety of individuals and businesses, it is hard to put a particular description to what a perfect client looks like; however, I prefer to work with quality individuals that are dedicated hard workers and are open to ideas and receiving advice.
I have found through my carrier as a PGA Teaching Professional that I work fairly well with Engineers due to their ability to comprehend various concepts to an in-depth degree. With that being said, diversity is a key concept with any business, and I enjoy having the opportunity of working with a wide variety of people.
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