About
Meet your agent
CRPC®
An engineer’s approach, explained in plain English, from a licensed insurance agent who stays with you from the first question through enrollment.
About me
Clear steps, one at a time
“Putting you in a position to be aware of your options with confidence.”
CRPC®
My background is in math, computer science and engineering. I earned a BS in Mathematics and Computer Science from McMurry University and completed graduate coursework in structural engineering. That training shapes how I work: like a well-designed structure, every detail is checked for how it supports the whole.
I bring the same approach to Medicare and retirement protection. There’s no one-size-fits-all answer, so we start with where you are and what matters to you, compare every option side by side, and I explain it in plain English until it makes sense.
My details
Born and raised in Dallas, Texas, I hold the CRPC® (Chartered Retirement Planning Counselor℠) designation from the College for Financial Planning, and I’m a licensed insurance agent in Texas (Texas License #2425849). I regularly lead Medicare education seminars in my community, and I’ve volunteered with Big Brothers Big Sisters of Abilene and at local recreation centers serving older adults.
What I help with
Insurance for every stage of retirement
01
Medicare
Compare plans side by side every year.
Subservices- Medicare Advantage
- Medicare Supplement
- Part D
- Annual plan reviews
- Social Security basics (education only)
02
Protect
Coverage for the people who count on you.
Subservices- Term life
- Permanent life
- Final expense
03
Build
Insurance options for retirement income.
Subservices- Fixed annuities
- Fixed indexed annuities
04
Under 65
Health coverage before Medicare.
Subservices- Individual plans
- Family plans
- Savings eligibility check
Free, no-pressure review
Whatever your needs, let’s schedule some time
Tell me a little about your situation. I’ll follow up to set a time that works for you.
We do not offer every plan available in your area. Currently we represent 5 organizations which offer 61 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.