Experience

Generational Equity, LLC

• United States
• Financial Services
• 200 - 300 Employee

• Senior Business Advisor

  • Jul 2015 - Present

  Dallas/Fort Worth Area As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is for you to gain the knowledge you need to exit on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the right planning and preparation you can have a plan to secure a legacy for your family for generations to come. It’s a pleasure to work… Show more As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is for you to gain the knowledge you need to exit on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the right planning and preparation you can have a plan to secure a legacy for your family for generations to come. It’s a pleasure to work alongside a passionate team of professionals at Generational Equity. With a wealth of experience across a vast range of industries no one understands business owners like we do. Click Below to Register for Our Conference or Watch A Conference Highlight Video Show less



Genworth

• United States
• Insurance
• 700 & Above Employee

• Long Term Care Specialist

  • May 2006 - Present

  Texas Helped develop customized long term care plans for individuals and couples seeking asset protection in later years. Worked with financial professionals to help their clients understand their long term care risk. Provided educational workshops for clients of advisors to help raise awareness of the importance of planning for long term care Long Term Planning and Creating Solutions Retain & Expand Personal Assets-Annuities Medicare Supplemental Insurance Medicare… Show more Helped develop customized long term care plans for individuals and couples seeking asset protection in later years. Worked with financial professionals to help their clients understand their long term care risk. Provided educational workshops for clients of advisors to help raise awareness of the importance of planning for long term care Long Term Planning and Creating Solutions Retain & Expand Personal Assets-Annuities Medicare Supplemental Insurance Medicare Advantage Life Insurance Show less



J.Wireless

• Business Owner

  • May 2002 - Apr 2005

  Texas Directed sales, purchasing,shipping ,accounts receivables and payables for wholesale and retail sales of wireless equipment