I am a Life & Health Insurance Broker and Financial Advisor from Fort Worth, Texas, specializing in wealth preservation, liquidity retention and distribution. I believe in diving into the financial challenges with my clients and employing conservative ‘safe money’ strategies to deal with those challenges as an Income Specialist.
I am President of two firms that work in concert.
Cashion Financial, LLC provides professional financial planning, wealth management and institutional investing to our clients and their families. In 2011, I decided to take the necessary steps to serve the growing needs of my clients and stay in front of regulatory changes by forming Cashion Financial, LLC. I am able to provide proactive advisory services for clients through partnerships with Global Financial Private Capital & Fidelity Investments.
HybridCare, LLC is an insurance and retirement service provider. We focus on the Medicare, Long Term Care, Life Insurance and Final Expense needs of our clients. We are a small start-up made up of a team of four fully licensed brokers whose number one focus is serving customer needs.
I have been a licensed Life & Health Insurance Broker since 1998 and served as CTO and Vice President of American Health Underwriters Inc. As a broker, I have the privilege of helping hundreds of people with their insurance needs. As an executive at AHU, I am responsible for online marketing, brand development, creative, social media and site management. Over the years, I have seen my two passions collide, the love of serving the insurance needs of clients and technology. I have enjoyed building relationships with my insurance providers and clients to bring solutions to problems.
Financial Planning, Wealth Management, Retirement Income, Life & Health Insurance, Individual Health Insurance, HSA products, Medicare Supplements, Long Term Care Insurance, Term Life Insurance, Retirement Planning, direct sales, and technology development & application. I have one patent pending on a stand alone robotic sales associate system and method for Blue Cross Blue Shield of Texas.
*Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor
**Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital.