History
I began my my career with New York Life in 2013.
Specialties
My business specializes in helping you make the most of your time, talents and treasures. As a financial services professional that is local to New Braunfels I am fully vested in seeing you, your family and/or business have financial success. While others may help you with a plan, I prefer to help you with a plan of action. 3 areas of my business focus are pre-retirees, retirees and divorcees. Pre-retirement can pose many unanswered questions... will I have enough money to retire, what does my social security look like, how much taxes will I be paying ? Retirement creates unique circumstances... how long will my retirement savings last, how conservative/aggressive am I with my money, what will be my financial legacy ? Divorcees face emotional strains... what assets need to be split, what is a QDRO, how have my goals changed ?