I chose to pursue the financial services industry while a student at Southwest Texas State University. After studying the many aspects of financial planning, my first step was to take the information that I had learned and assist my immediate family with their personal objectives. I enjoy working with my clients and helping them achieve their goals for themselves, their families, and their businesses by providing them with straightforward strategies for asset accumulation, preservation and tax-efficient transfer.
I am fortunate to be a part of such a great team here at Synergy and look forward to the many years to come as a financial professional.
* The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.