Philosophy
Planning for the future is a discipline which integrates all areas of personal finance. These include strategies for education, retirement, , taxes, insurance, and the estate. My mission is to help protect and preserve my clients’ lifestyles, assets and loved ones while addressing these areas. By understanding the specific goals of each of my clients, I assist in co-creating strategies to help withstand all of life’s economic uncertainties. I work diligently to build a lifetime relationship with my 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
Fixed Annuities
Qualified Retirement Plans
Long Term Care Insurance
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 LLC, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0L85386