With a robust background spanning over four years in the financial services industry, I bring a wealth of experience to my role as a specialist in assisting churches. Based in San Antonio, Texas, my dedicated focus extends to providing financial guidance tailored specifically for religious organizations. Throughout my tenure in the financial services sector, I have honed my expertise in three cruc
ial areas: tax planning, estate planning, and overall financial strategy. This multifaceted approach enables me to address the nuanced and unique financial needs of churches, ensuring they navigate complexities with confidence. In the vibrant community of San Antonio, I have had the privilege of collaborating with various churches, offering them tailored financial solutions. My commitment is rooted in guiding these religious organizations towards not just financial stability but sustained growth. As a financial professional deeply embedded in the local context, I understand the intricacies of the churches in our community. My goal is to empower them with strategies enabling them to flourish and fulfill their mission with financial resilience. I look forward to the opportunity to connect, discuss, and explore how I can bring value to your church's financial journey. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.
8000 IH 10 West, Suite 800
San Antonio, TX 78230
210-269-2853
Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA ins license #4193743. 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.