We Are Here For You
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement income planning—or looking to better understand certain planning ideas—we can help you address your most pressing financial questions.
About Us
Since entering the insurance and financial services industry in 1966, Tom has dedicated himself to providing the finest service and financial advice to his clients. He is a graduate of the University of Notre Dame, where he received his Bachelor’s degree in finance and business administration. He attended South Texas College of Law. Received his Chartered Life Underwriter designation form The American College of Life Underwriters, (CLU), and is a Certified Financial Planne,r (CFP) He continues his career-related education and frequently attends industry and company seminars.
Faithful Paws Therapy Dogs
These Cavalier King Charles Spaniels are registered AKC therapy dogs. My wife, Judy, and I have trained the dogs and received certification for them to visit hospitals, nursing homes, elementary schools for reading programs, secondary schools and local colleges for stress relief during exam periods.
They also participate at local airports with United Airlines to help reduce holiday travel stress during Thanksgiving, Christmas and Spring Break.