Let's Protect What Matters Most to You

Book a free 30-minute call with me to talk about your family's financial goals. No pressure, just an honest conversation.

Discover how to grow your wealth without the risk, and finally have a plan that works for your family.

  • Market gains, zero losses — Your money participates in S&P 500 growth while being fully protected from market crashes

  • Tax-advantaged access anytime — Use your funds for college, a home, emergencies, or retirement income without penalties or restrictions

  • A legacy that lasts generations — Lock in permanent life insurance coverage today and build wealth your entire family can benefit from for decades to come

Featured in: ✦ Wall Street Journal ✦ Forbes ✦ Money Magazine ✦ Business Week ✦ 35 Years as a Fiduciary ✦ Featured in: ✦ Wall Street Journal ✦ Forbes ✦ Money Magazine ✦ Business Week ✦ 35 Years as a Fiduciary ✦
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CFP® | CLTC® | CIMA® | CFS® | RFC® | BFA™ | CKA®

Texas License #990581 | CFP® #41337 | National Producer Number 2705427

My Credentials: CFP® | CLTC® | CIMA® | CFS® | RFC® | BFA™ | CKA®

Texas License #990581 | Certified Financial Planner, (CFP®) #41337 | National Producer Number 2705427

Why Work With Me?

I've been a financial advisor for 35 years. For most of that time, I worked at Ameriprise Financial, where I served my clients as a fiduciary, meaning that I put clients interests ahead of my own.

I retired from Ameriprise in 2022 and now I work as an independent broker with Symmetry Financial Group. That means I'm not tied to any single insurance company. I can shop multiple top-rated carriers to find the best fit for you, companies like Mutual of Omaha, John Hancock, National Life Group, Fidelity & Guaranty, and many others.

I've been featured in The Wall Street Journal, Forbes, Money Magazine, and Business Week. I hold seven professional designations, including Certified Financial Planner (CFP®). But honestly? What matters most to me is helping real families solve real problems.

Help Families Build Security and Peace of Mind

Every family's situation is different; that's why I start by listening. Tell me about your goals, your concerns, and what keeps you up at night, and I'll help you find a strategy that actually fits your life and your budget.

Life insurance

Whether you need simple term coverage or a permanent policy that builds cash value, I'll help you find the right protection for your family.

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Retirement Planning

I specialize in strategies that help you grow your nest egg while protecting it from market downturns. I can look at creating tax-advantaged income for when you're ready to retire.

Personal Banking System

Some of my clients use permanent cash value life insurance as their own "family bank." I can show you how this works and whether it makes sense for you.

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Indexed Annuities

If you want guaranteed income in retirement, I can walk you through your options and find a solution that fits.

Planning for Kids and Grandkids

I love helping parents and grandparents set up plans that give the next generation a real head start. There are some great alternatives to 529 plans that offer more flexibility and zero market risk.

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I Might Be a Good Fit If You're...

Parents & Grandparents
You want to protect your family and build something lasting for the next generation.
Near Retirement
You're approaching retirement and looking for ways to create guaranteed income.
Young Adults
You want to start building wealth the smart way, with time on your side.
Business Owners
You need coverage for yourself, your family, or key employees.
Planning Your Legacy
You're thinking about how to pass on wealth to your loved ones with minimal tax burden.
Seeking Honest Guidance
You just want an honest conversation with someone who puts your interests first.

Here's How This Works

1
Fill out the form above to get started.
2
You'll receive a link to book a free 30-minute call on my calendar.
3
We'll talk about your situation, your goals, your family, and your concerns. I'll answer any questions you have.
4
If it makes sense to move forward, I'll put together options tailored to you. You decide what's right.

Ready to Have a Conversation?

Whether you need life insurance, want to explore retirement strategies, or just have questions about how to protect your family, I'm here to help. Let's talk.