My Profile | Network In Action
  • Basic Information

  • Company
    Greater Wealth
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    In June of 2010 I lost my dad two days after graduating from high school. After losing him at a critial time in my life my family not only had to suffer the loss of a loved one but also the loss of the financial stability I became acustom to know because he had no life insurance. To make a long story short, my mom and little sister moved out of the house that we grew up in into an apartment while my sister and I went through college. At that time I was going to school to study computet enginnering but after I notice how important financial education is I threw myself into business to learn as much as I can about financial Planning.
  • About me
    I have close to a decade in Financial Services experience. I completed my education from Sam Houston State University where I recieved my Bachlors in Business and Finance. Then I continued my education at Rice University where I have successfully completed the course work of CERTIFIED FINANCIAL PLANNERâ„¢ Professional certification.
  • Profession
    Loan Officer
  • Title
    Mortgage Loan Officer
  • Website
  • Contact Information

  • Describe your perfect referral
    My perfect referral is someone who is young recently married with kids late 20's early to mid 30's. I like to work with this group to help them get on a good financial track early on, it helps reduce mistakes, saves money, and saves time in the long run, so we do not have to do damage control later.
    I also do well with those who are approaching retirement 40'-60's where I can help plan for their retirement future.
    Also lastly I love working with business owners, I want to make sure they are preparing for retirement and also have a plan in place incase they get injured on the job.
  • State
  • Zip
  • Country
    United States
  • Facebook Business Page URL
  • LinkedIn Profile
  • Education

  • College / University
    Sam Houston State University
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Do you currently have Life Insurance?

    Do you have a Financial Plan?

    Are you confident about your retirement?

    Are you currently working with a Financial Advisor?