Being in philanthropy for 20 years prior to becoming a licensed financial services professional, I was honored to work with numerous anchoring institutions and strategically minded, generous people to build the capacity of our region. My aim is to help bring new, practical ways to support individuals, non-profits organizations and for-profit businesses, so they may thrive and grow their communitie
s to maximum effect. So many people I speak with have expressed doubts about the future, be it for their personal finances or on behalf of their communities, especially given the current state of the economy. Organizational leaders are concerned about meeting the needs of their constituents and staying mission-focused. It is not unusual these days for people to feel worried they cannot maintain their lifestyle or their businesses, much less continue their commitments to social causes right now. My practice is focused on helping individuals and organizations to stay on track and do what they do best - helping others. We will discover opportunities you might not have known about, and I will help you implement a strategy that strives to meet your financial goals. I am licensed to sell insurance in the following states: Texas, California
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