I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, Ior accounting professionals before making any decisions. I am not licensed in all jurisdictions. 512-565-5475 (cell) 512-993-8954(office) 3010 E. Old Settlers Blvd. Round Rock, TX 78665 6200 Bridge Point Pkwy Bldg 4, Ste 300 Austin, TX 78730
I help my clients with their insurance and investments needs through a process that both protects them as well as helps them to live the life they look forward to living now and in the future. My specialties are retirement and business planning.
Monday: 08:00 - 17:00