I specialize in helping business owners reduce some of the risks associated with being in business, while minimizing their tax burden now and into the future and helping families to protect their most important assets and planning for their retirement, I’m looking to bring my expertise and experience to similar businesses throughout the Dallas/Fort Worth metroplex. By trade, I am a Registered Re
presentative and I offer securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), a licensed insurance agency and a New York Life company. Additionally, I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. North Dallas Sales Office 2600 Network Blvd, Suite 130 Frisco, TX 75034
214.605.5746