I believe most people think similarly about their own families. People do not get a proper education on personal finances. All of a sudden, a life event shows them how suddenly their finances are impacted. I have gone thru that situation, I learned a process to be better prepared and would like to share that process with others so that they can face confidently what life brings their way. 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. 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 licensed in the state of Texas, Georgia and Wisconsin. TX Lic. #2248544, GA Lic. #3220119,
WI Lic. #18575831
2600 Network Blvd, Suite 130, Frisco, TX 75034
Cell phone: +1 (214) 755-9547
