I chose to pursue the financial services industry while a student at Southwest Texas State University. After studying the many aspects of financial services, my first step was to take the information that I had learned and assist my immediate family with their personal objectives. I enjoy working with my clients and helping them pursue their goals for themselves, their families, and their businesses by providing them with straightforward strategies for asset accumulation, preservation and tax-efficient transfer.
I am fortunate to be a part of such a great team here at Synergy and look forward to the many years to come as a financial professional.
• Member of NAIFA
• Million Dollar Round Table Qualifier 2009-2012 (Inclusion in the MDRT is based on production)*
*Qualifying membership in the Million Dollar Round Table (MDRT) is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the MDRT.
Cell: (512) 699-7356