Mission, Vision, Values

My mission is to shoulder the weight of financial planning and do my part to maximize financial literacy and provide peace of mind for families and business for generations to come.

My vision is to become a household name in the agrarian community that serves Texas and surrounding areas.

Values:

CORE VALUES

Setting Myself Apart

My experience is shown in my calluses, my values are nurtured through education, and my business is still solidified with a handshake.

My Commitment

I'm committed to providing you the transparency of financial planning with suggestions to best help you and safeguard any information shared.

My Expertise

Insurance Protection Strategies

Business Planning & Succession

Business Risk Management

Multigenerational Planning

Tax-Efficient Strategies

Boost your financial knowledge.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4