What do you enjoy most about your role at TDC life?
I enjoy having the relationships with our clients. We become part of their businesses or part of their lives – we become their friends.
What has been your most rewarding career experience?
Seeing long-term plans come to fruition for our clients and their families has to be the most rewarding aspect of the job. Being part of the client’s advisory team, a trusted group that helps provide clarity around each clients’ goals and objectives, develops a plan for their long-term success, and ultimately being able to watch that plan become a reality is encouraging and uplifting.
How do you help your clients and their families Live Life?
By focusing on what really matters, we can help our clients and their families create comprehensive life planning to achieve their goals. We’re able to focus on what we’re best at, the heavy lifting, so our clients can focus on what creates the most value in their lives.
Why is TDC Life different?
It’s the team. We bring together such a breadth of expertise and resources that we rarely come across something we’ve not seen before. This allows us to harness everything that we know and everything that we’ve done and put that into our clients.
Education and Accreditation
- BBA, McCombs School of Business, University of Texas at Austin
- General Lines Agent licensed in Texas
How do you Live Life?
Right now it’s supporting my daughters’ interests which can be ballet, gymnastics and softball. If the stars align, we’re able to go on a bike ride or more recently adventure out to play a quick 9 holes of golf.