Work:
New York Life Insurance Company
Jun 2014 - Jan 2016
Licensed Agent
Nylife Securities Llc
Jun 2014 - Jan 2016
Financial Services Professional
Spectrum Financial Group
Jun 2014 - Jan 2016
Partner
Harveset Life Financial
Sep 2012 - Jun 2014
Owner
Education:
Baylor University 1987 - 1992
Bachelors, Business Administration
L.v. Berkner High School 1987
Skills:
Life Insurance, Fixed Annuities, Insurance, Customer Service, Financial Services, Microsoft Office, Retirement Planning, Estate Planning, Small Business, Retirement, Microsoft Excel, Iras, Employee Benefits, Team Building, Planning, Leadership, 401K Rollovers, Annuity Sales, Business Insurance Planning, Business Succession Planning, Buy Sell Agreements, Education Funding Strategies, Grandchild Gifting, Ira Rollovers, Key Person Insurance, Legacy Planning, Life Insurance Strategies, Lifetime Income Strategies, Multi Generational Planning, Supplements To Employee Benefits, Wealth Preservation Planning, Wealth Transfer Strategies, Finance, Licensed In Long Term Care Insurance, Succession Planning