Full service financial planning from individuals to small businesses.
I am a financial services professional and offer a full spectrum of financial products in the effort to minimize taxes and maximize wealth. I am also familiar with Bank on Yourself and the Infinite Banking Concept.
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An individual or business who is looking to grow their wealth, protect their assets and minimize their taxes.
Young professionals, persons in the medical and dental fields, women, and small businesses.
Urgent Needs and Compelling Desires of Target Market(s)
Individuals or business that want to meet regarding laying a solid financial foundation and protecting their assets.
Opportunities said Target Market(s) would love to invest in
We cover all areas of financial and personal insurance needs. We taylor a plan that fits the individual or business based on their own risk tolerance and financial goals.
Benefits of investible opportunities to Target Market(s)
MassMutual has been in business for over 158 years and our division in Houston, The Strategic Financial Group has been here for over 104 years. We not only offer the benefits of the MassMutual products but can offer the products of hundreds of other companies, we find the right fit for the individual or business.
I love to travel and attended two years of school at the University of Durham in England on an advanced honors degree program in Finance. I have also lived in worked in Zurich, Switzerland. I travel to Mexico at least twice a year and visit family and friends all across the country when I can. I play tennis and golf and am very active in my church. I sit on two committees and do community service on a regular basis.
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