Why I do what I do
Why I do what I do
I’m passionate about helping my members determine their financial goals. We work together to help create a plan based on their unique needs.
I serve members in…
Harlingen and South Texas.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, mutual funds and variable annuities.
I enjoy working with…
families, those approaching retirement and small-business owners.
I attended…
San Antonio College.
I am very proud of…
earning my FIC designation in 2009 and earned multiple President's Cabinet awards.
Before Modern Woodmen, I…
managed a large soft drink operation for 15 years.
I chose Modern Woodmen because…
I believe in the organization -- not only for how it supports members to help them reach their financial goals, but also for how it supports my community and allows me to give back.
The best part of my career is…
helping my members. Whether we're planning for their retirement or protecting their families with life insurance, I feel good knowing I helped make a positive impact on their lives.
A favorite moment in my career was when…
I understood just how important the plans I help with are. I facilitated a 401(k) rollover and set up a retirement plan for a member. Shortly after retirement, the member passed on. I was there to help the spouse set up an income stream from those assets. She is now financially secure.
Also…
The best part of my job is meeting new people and helping find solutions to their financial dilemmas.
