About Us

I am a life-long resident of New Mexico and I strive to help clients financially.

  • Retirement and Income Planning.

  • Medicare plans, Life insurance and Health plans.

  • Social Security Elections made simple.

  • Federal Employees with Public Sector Retirement plans.

Experienced since 1972. And licensed in AZ, TX, and NM.

I spend time with you and I will meet at your convenience: at my office or I’ll come to you.

COVID SAFE Practices