Find Your Peace of Mind

Advanced Insurance Professional | Business Owner Advocate | Multi-Generational Guidance

With nearly four decades of experience advising families, professionals, and business owners across Texas, I bring deep technical knowledge and principled service to advanced insurance and planning strategies. Since 1986, I've helped deliver close to $3 billion in life insurance coverage spanning permanent, term, and universal life alongside fixed annuities, structured settlements, and long-term care solutions.

I've worked extensively with employers and employees to align business protection with personal financial goals. This includes buy-sell agreements, executive bonus strategies, key person insurance, deferred compensation plans, and income continuity solutions. My approach emphasizes clarity, long-term strength, and meaningful legacy.

After 39.5 years with a legacy mutual insurer, I joined Bluecrest Financial Alliances, a General Agency of MassMutual in 2026 as Managing Director. MassMutual, with more than 175 years of strength and tradition, and Bluecrest's progressive planning platform, empower me to deliver independent, tax-aware, strategy-first solutions backed by one of the most respected names in the industry. I'll be focused on partnering with employers to enhance their benefit offerings through voluntary benefits. Actionable guidance in best-in-class voluntary solutions, including Group Accident Insurance, Critical Illness, Executive Disability and Whole Life, limited underwriting designed to help employees protect their financial well-being.

The values I bring to every client relationship, discipline, preparation, and generational foresight are the same values I instilled in my home. I'm proud that my five adult children now thrive in fields such as law, healthcare, finance, and real estate, each reflecting the same intentional legacy planning I now deliver for others.

Credentials:

• Chartered Financial Consultant® (ChFC®) - The American College
• Chartered Life Underwriter® (CLU®) - The American College
• Essentials of Leadership and Management (ELM) certificate from GAMA
• Texas Licensed - Life, Health, and HMO

Focus Areas Include:

• Worksite Better Voluntary Employee Benefits with actionable guidance
• Whole Life, Term, and Universal Life Insurance
• Fixed Annuities
• Business Owner & Executive Protection Planning
• Long-Term Care & Income Continuity Solutions
• Executive Bonus & Deferred Compensation
• Team Leadership & Advisor Mentorship (27 agents led, 5+ promoted to General Agent) while employed at Knights of Columbus Insurance

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Neither MassMutual nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

CRN202903-10758244