Biography

I’ve been in financial services for 6 years, and recently celebrated 1 year with MassMutual. My experience in having a seat at the table as both an individual producer and a Brokerage Director allow me to have a unique perspective on how others would be able to leverage the suite of products and services that MassMutual makes available to brokers. Prior to joining MassMutual, I worked as a Financial Advisor with Compass Bank and before that with Ent Credit Union in Denver, Colorado.

As Brokerage Director at MassMutual DFW, I make available to insurance brokers the portfolio of MassMutual products including: Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Insurance and Fixed Annuities. The company’s strong and growing network of financial professionals help our clients make good financial decisions for the long term.

When we collaborate, you can expect one-on-one support for all your clients’ needs including: case consultations, estate and business planning, MassMutual advanced planning, marketing and illustration support, plan design plus product positioning strategies and presentations.

Focus Areas

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Financial Needs Analysis
  • Retirement Planning
  • Business Planning
  • Buy-Sell agreements
  • Nonqualified Deferred Compensation Plans
  • Qualified Plans

Languages

  • English

CRN202008-234829

Check the background of this investment professional on FINRA's BrokerCheck