Bio

I am a CPA and CFP with more than 25 years of experience helping individuals and firms.

Years of Experience : 22

Representing Companies

  • Aflac
  • Allstate
  • AIG
  • Amica Mutual Insurance
  • Farmers Insurance Group
  • Liberty Mutual
  • Safeco
  • State Farm Insurance
  • USAA
  • Cetera Advisor Networks LLC
  • CIGNA
  • American National
  • Texas Mutual
  • Texas Farm Bureau Insurance
  • AARP
  • Americo
  • Farmers Fire Insurance Company
  • AIC- Agency Insurance Company

States Provided

Products

Specialities