FAQs
- What is your typical process for working with a new customer?
We try to ask questions to identify what is disturbing our clients. Then we listen.
- What education and/or training do you have that relates to your work?
I have an MBA in Finance from University of Texas at Austin. I am a CFP. I am licensed in Health, Life as well as property casualty.
- How did you get started doing this type of work?
By solving problems with insurance companies for friends.