I enjoy meeting and getting to know my clients individually and working with them to design a financial strategy tailored specifically to their needs and goals.
I specialize in retirement strategies by helping clients build wealth and protect assets. I offer a variety of products that can help meet a number of business and individual insurance and financial needs, including, but not limited to employee benefits, education funding, retirement, long-term care planning, and lifetime income strategies.
Born and raised in the Northwest and a graduate of Oregon State University, I moved to the Dallas area over 30 years ago. I am involved with The Little Elm Chamber of Commerce, and a Board Member of the Little Elm Rotary Club. I have two adult children and enjoy gardening, cycling, traveling, and taking care of my Bonsai collection.
Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.