My Credentials

As a CERTIFIED FINANCIAL PLANNER™ practitioner, I've been providing financial planning services for individuals and families in the Houston area for over twenty five years.  Prior to that, my career included 28 years in various retail, operations and managment positions in the banking industry.

As a licensed insurance agent, I believe the foundation to any financial plan is reducing the danger of catastrophic risk.  I provide an array of risk managment solutions and strategies, including life insurance and long-term care plans, along with insured investments that include various types of fixed and fixed index annuities.

If you need other services, such as fee-based financial planning. investment management, or Medicare advice, I have a team of licensed individuals to meet those needs.

You can evaluate a relationship with me by clicking the link below and watching the short video.

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