Professional
My first goal is to be the valued advisor my clients rely on for their retirement, education, investment, insurance, and estate planning needs. My second goal is to focus on helping to reduce the impact of taxes on my clients based upon current tax laws. My final goal is to develop an honest and effective relationship with my clients, built on trust and my ability to help them meet their objectives. Together, these goals should provide a win-win relationship for my clients and me.
Education
- Southwest Texas State University: Bachelor of Science in Criminal Justice
- Southwest Texas State University: Masters degree (MS) in Resource & Environmental Studies
Associations and Memberships
- Member of The Estate Planning Council of Central Texas