Experience

Safeguard Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Oct 2021 - Present

  11011 Richmond Avenue Suite 183 Richmond, Texas 77407 My company provides individual and work place retirement plans, insurance consultation, and investment management services. Since our firm is completely independent, we work with you on a case by case basis to deliver the best possible outcome for your needs. • Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. • Third… Show more My company provides individual and work place retirement plans, insurance consultation, and investment management services. Since our firm is completely independent, we work with you on a case by case basis to deliver the best possible outcome for your needs. • Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Sales Development Manager

  • Jan 2019 - Mar 2020

  Schaumburg, IL

• Agent

  • Jul 2015 - Jan 2019

  As an Agent with New York Life, I help individuals and businesses build, protect, and preserve their assets.



Allstate

• United States
• Real Estate

• Insurance Consultant

  • Jan 2014 - Jun 2015

  Houston, Texas