Contact Information
18620 Crownover Ct.
Dallas, Texas 75252
SPECIALIZATION
Helping individuals and small businesses achieve financial success has been the greatest satisfaction of my practice for over 20 years. I have found that most people want the appropriate life insurance, investments, and estate plans, yet lack the time, training or experience to plan these things.
My specialization is understanding the big picture and designing a plan that helps them achieve their goals. This provides stability and security for their lives, their loved ones, and their employees
CREDENTIALS
Certified as:
— Chartered Life Underwriter (CLU®)
— Chartered Financial Consultant (ChFC®)
— Investment Adviser Representative of Hornor, Townsend & Kent, LLC
Member of:
— Society of Financial Service Professionals
— NAIFA - Dallas
— Wealth and Wisdom Institute, Inc.
Southern Methodist University Graduate:
— Bachelor of Business Administration in Finance and Investments
Honorable Discharge
— U.S. Army for 3 years
COMMUNITY INVOLVEMENT
Past Activities:
— Coached Youth soccer team for six years — NDCCSA
— Boy Scouts of America — Camp Coordinator (late 1980s-mid 1990s)
— Board Member, Glen Cove / Meadow Park Homeowners Association (1997-2000)
— President, W.T. White High School Band Booster Club (1998-2001)
— Metrocrest Chamber of Commerce (2011-2014)