Focused Financial Advisor able to handle a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth.
Tall Texan Awarded 2009 for leadership and dedicated work promoting the professionals in the Insurance and Financial Services Industry. Required active lobby with Texas State Representatives, Senators, Speaker of the House, Lt. Governor and the Governor of Texas.
Required to speak at State conventions and statewide local associations.
Presented with the Presidents Award serving
Active Study Certified Financial Analyst
Completed Certified Financial Planning Courses at The University of Texas - Extension
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