Philosophy
Planning for the future is a discipline which integrates all areas of personal finance. These include planning for education, retirement, , taxes, insurance, and the estate. My mission is to help protect and preserve clients’ lifestyles, assets and loved ones while addressing these areas. By understanding the specific goals of each of client, I assist in co-creating financial strategies. I work diligently to build a lifetime relationship with clients based on trust and integrity, always striving to provide them with the same level of ethical service that I would expect for myself.
Products and Services
Financial Services
Lump Sum Distributions
Qualified Retirement Plans
Life Insurance
Disability Income Insurance
Business Planning
Education Funding
Personal
Born and raised in Houston, Texas.
Holds a BBA from the University of Houston in Marketing.
Happy owner of two loving dogs (Lily and Zoey) and one cat (Kitty).
She enjoys singing, playing tennis and baking.
Agent of Rethink Wealth, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License # 0L85386