As a New York Life Financial Professional based in Houston, I work with business owners and individuals who want clear guidance as they plan for the next chapter—without confusion or pressure. I specialize in retirement income planning, 401(k) rollovers^*, and insurance protection strategies designed to help you protect what you’ve built and feel confident about what’s ahead.

Helping people build customized strategies for their financial future is exciting to me and genuinely rewarding. My approach is straightforward and personal: I listen first, explain your options in plain language, and help you take practical steps toward your goals. Whether you’re preparing to retire or running a growing business, my goal is to help you make smart decisions with a plan that fits your life.

^{*When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal. Please consult a tax advisor before withdrawing funds.}