Principal Securities Registered Representative
BBA, University of Notre Dame, South Bend, Indiana
MBA, Our Lady of the Lake University, San Antonio, Texas
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Registered Health Underwriter (RHU)
Registered Employee Benefits Consultant (REBC)
Society of Financial Service Professionals
National Association of Insurance and Financial Advisors
14 years commercial banking
28 years financial services
Areas of Focus:
Employee Benefits: Group medical, life, dental and disability insurance.
Qualified Retirement Plans: 401(k), profit sharing, SEP and SIMPLE IRA.
Nonqualified deferred compensation plans for highly compensated employees.
Individual insurance and retirement plans.
State Insurance Licenses and Securities Registrations:
Texas, Colorado and Delaware: Life and health insurance.
Texas: Variable life insurance, variable annuities and securities.
Competitive ballroom dancing with wife.