Experience

HV Strategic Wealth Management

• United States
• Investment Management
• 1 - 100 Employee

• President/Financial Advisor

  • May 2020 - Present

  My ultimate goal is to help give peace of mind to our clients in helping them build, protect, and preserve their assets. This follows in line with helping them minimize risk, minimize taxation, maximize savings, and maximize return on their savings. Building long-term strong relationships, providing great service, and making sure we our always up to date with the economy is how we separate ourselves from the other firms. My ultimate goal is to help give peace of mind to our clients in helping them build, protect, and preserve their assets. This follows in line with helping them minimize risk, minimize taxation, maximize savings, and maximize return on their savings. Building long-term strong relationships, providing great service, and making sure we our always up to date with the economy is how we separate ourselves from the other firms.



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Partner

  • Sep 2017 - Present

  My Partner role is selectively hiring and developing hi-quality capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. I am also licensed to sell insurance and securities in Texas. I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 3 Greenway Plaza, Suite 1800 Houston, TX 77027 and 713.408.0710. MassMutual refers to Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Show less



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Partner

  • Jan 2015 - Sep 2017

  My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, and above all, a strong field force, New York Life Insurance Company will maintain and enhance it's reputation as "The Company You Keep." Show less

• Financial Service Professional

  • May 2002 - Jan 2015

  Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

• Agent

  • May 2002 - Jan 2015

  Agent licensed to sell insurance through New York Life Insurance Company.