ABOUT

I am licensed as a life & health insurance & annuities  agent in State of Texas since 2004.  I am licensed as a property and casualty insurance agent since 2015. I have 15+ years of experience and expertise providing independent accounting, tax, investment, insurance and benefits advice and brokerage to self-employed individuals, independent contractors, owners of LLC's and corporations in the State of Texas and the USA.  I have 35+ years of experience  and extensive continuing education in business to business sales and business development.

I have developed a portfolio of agencies, agents, underwriters, administrators, patient advocates that specialize in underwriting and administrative services for self-employed individuals, independent contractors, owners of LLC's, LLC employer groups, corporations and corporate employer groups  with insurance, risk management advisory and health & disability benefits.