Financial Representative

As a former educator myself, I deeply understand the unique financial challenges that educators face. This empathy forms the foundation of my approach to financial planning.

My passion as a Financial Representative lies in helping people like you reach their retirement goals and plan for the unexpected. I specialize in retirement planning and life insurance, and since 2016, I’ve been providing financial guidance and advice. My background in Education, including a Bachelor’s degree in Education and a Master’s degree in Educational Administration, along with 16 years of experience in the education field, has provided a strong foundation for my current role. Throughout my career in Education, I have held various positions such as GT Teacher, Team Lead, Department Head, Curriculum & Instruction Director, and Assistant Principal. These experiences have shaped me into the Financial Representative I am today.

I am eagerly awaiting the opportunity to assist you in your financial planning journey!

State License Numbers
Texas #2108199
Louisiana #999154

Products & Services Offered
403(b) Retirement Plans
IRA Retirement Plans
Retirement Planning
Teacher Pension Reviews
Life Insurance w/Living Benefits
Long Term Care (LTC)
College Savings Plans

403(b)/457(b) Certified
Living Benefits





9am – 5pm