My journey in the insurance and financial industry started accidentally 39 years ago. It was my intent only to take a sales job with Metropolitan Life in Monroe, La in 1975 until I could find a “real” job following graduating from Louisiana Tech University. I had success early and fell in love with the industry.
During my tenure, my practice included a broad array of services to a broad cross-section of clients. I’ve worked in the individual marketplace, business marketplace and even the public marketplace. Products include life, health, group health, payroll plans and retirement planning. I believe that it is this great diversity of experiences that positions me well to assist those in planning for a worry free retirement.
Today, I work with a limited client base helping them re-position their life’s savings to make sure that their Golden Years are truly Golden.
We have as our objective to provide three benefits to our clients.
- Position funds where clients can not lose money
- Offer higher than market rates
- Provide Monthly Incomes that the client/clients can not outlive
If you have Questions about your retirement needs, please feel free to contact me.