Not straying far from my roots, I was raised in Fort Worth and now live in Flower Mound with my family. As an undergrad at the University of Texas Arlington, I was the President of the Sigma Chi Fraternity and still to this day remain committed to my fraternity's chosen charity – the Boys and Girls Club of America. My hobbies include spending as much time as I can with family and coaching my children’s sports teams.
During my first years in the financial services industry, I worked very closely with Mike who became my mentor. This helped me get personalized training to put me on the fast track to success. In 2006, we officially joined forces and became business partners.
My top priority is focusing on meeting regularly with clients to get an understanding of their situation and priorities. We then make a plan and forge a financial pathway to help reach their goals.
My professional achievements include:
- Chartered Life Underwriter (CLU) designation in 2010.
- Signator’s Practice of the Year in 2016.