|AREA OF BUSINESS:
||I work as a Financial Services Professional with NYLIFE Securities LLC and as a Licensed Agent with New York Life Insurance Company. I help individuals and business owners create, build, and preserve wealth.
|THE GENERAL LOCATION:
||My registered branch location is 6200 Bridge Point Parkway Building IV Suite 300, Austin, TX 78730. However, I do business in Austin, Houston, and San Antonio.
||New York Life Insurance Company is the largest mutual life-insurance company in the United States, and one of the largest life insurers in the world, ranking #61 on the 2016 Fortune 500 list, with about $550 billion in total assets under management, and more than $21 billion in surplus. I work in a Financial Advisor type role with the company helping clients create, build, and preserve wealth. I have been with the Company for less than a year.
||I am a recent graduate of The University of Texas at Austin. I graduated in May 2016 with a Bachelors of Science in Public Relations from the Stan Richards School of Advertising & Public Relations. Prior and during my enrollment at the university I held entry level positions at various company's including Sea World, Bill Miller Bar-B-Q, and The University of Texas at Austin.
||My goal is to network with professionals across all fields. Professionals who are dedicated to growing their business and delivering the highest level of ethics and service to their clients. My goal is to develop life long relationships with these professionals to refer business to one another and maybe even develop friendships. What I can bring to the table is my professional expertise in helping individuals attain financial success. Additionally I have my list of clients who often ask or need a service that I do not provide that needs to be referred out including but not limited to CPAs, Estate Planning Attourney's, Real Estate Agents, and Mortgage Lenders.