Contact Information

Specialize in management of retirement funds, estate planning, disability insurance, and life insurance.   Serving Texas, California, Georgia, Louisiana, Maryland and Virginia. 

Offering Advice Since

1983

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: Group I  
Security Licenses:  Series 6 and 63   

Charges to Clients for Services

Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Independent Contractor 

My Broker / Dealer Affiliation

Lincoln Financial Securities

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