About Us

Sachse resident for last 10 year,

15+ years of success leading high-profile firms within the client-base toward positive change & revenue/margin growth by overseeing global business operations, delivering programs/projects, & crafting best-fit solutions.

Building a financial practice leveraging resources from New York Life Insurance Company and offering securities through NYLIFE Securities LLC. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

I am not licensed in all jurisdictions.