My passion and business are to help individuals and families start and build their business/es, plan, protect, business succession, and retirement planning.
I have 20+ years in the real estate brokerage and financial services industries to include customer service, sales, investing, and lending. My specialties include analyze business profit and loss, balance sheets, credit reporting, asset management, and asset divesting. Additionally, I work with small business owners on employee benefits selection and implementation.
I am licensed Texas Real Estate Broker and a licensed Texas Health/Life Insurance agent.