Mobile Phone: (936) 442-0594
Affiliated Office in Conroe, TX.
**Independent and unaffiliated with HTK
- Retirement Analysis Strategies
- Business Needs and Strategies
- Estate Conservation Strategies
- Philanthropic Gifting Strategies
- Executive Benefit Strategies
- Retirement Plan and 401k Strategies
- Founded Breakaway Retirement, Inc. 2006
- Founded Montgomery County Financial Group, Inc. 1997
- B.B.A. Business with Honors, The University of Texas
- Chartered Financial Consultant (ChFC) in 1990
- CLU designation in 1984
- Registered Representative, Hornor, Townsend & Kent, Inc.
- Past President, Montgomery County Heart Association
- Moderator, Estate and Business Planning Class, LUTC, Houston, TX
- Numerous volunteer positions with non profit organizations over the past 25 years, from fund-raising to the Board Level.
- Bank Examiner, Texas Department of Banking
- Born, Conroe, Texas, 1951 - Resident of Montgomery County
- Past Member of The Rotary Club of Lake Conroe, Texas
- Paul Harris Fellow
To move interested companies & individuals to effective retirement and estate planning through practical long term strategies for money management and tax savings.