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Experience

    • VP Sales & Marketing
      • 1988 - Present

      We specialize in helping tax and insurance professionals expand their business by utilizing our unique product and services. Our product the FreedomFlex includes: ▪ Retirement planning software ▪ High growth rates with a mixture of guaranteed rates ▪ Tax deferred options ▪ Tax free options ▪ Insurance protection benefits ▪ College planning services We specialize in helping tax and insurance professionals expand their business by utilizing our unique product and services. Our product the FreedomFlex includes: ▪ Retirement planning software ▪ High growth rates with a mixture of guaranteed rates ▪ Tax deferred options ▪ Tax free options ▪ Insurance protection benefits ▪ College planning services

Education

  • Rice University
    Bachelor of Commerce (B.Com.), Business/Managerial Economics
    1968 - 1973
  • L.S.U.
    Certification, Federal Income Tax & Estate Planning
    1972 - 1972

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