Overview

Currently, I am a servicing advisor for a firm in Lubbock, TX. I am responsible for developing retirement plans for new prospects, client service, and meeting with around 150 clients on an annual basis. I also focus on prospect outreach and marketing opportunities. I currently have no ownership in the firm that I work for and am solely compensated via salary. My goal is to purchase a book of business that will give me the opportunity to grow my own firm. I have eight years of experience in the industry and have developed plans to provide lifetime income for over $100,000,000 worth of assets. I have experience working with the federal retirement system, TRS, and various oil field companies.

Last Activity
6 months or more

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