My Story
Helping individuals and families make informed retirement decisions through education, planning, and personalized guidance. As the founder of HavenPoint Retirement Strategies, I believe retirement planning should begin with education — not sales pressure.
My mission is to help clients understand their options and build strategies that align with their goals, lifestyle, and vision for retirement. With a retirement-focused approach and access to multiple planning solutions, I work closely with clients to help simplify complex retirement decisions.
I serve clients across Dallas, TX and throughout Texas, with a growing presence across multiple states. Whether you're a teacher navigating TRS benefits, a business owner planning succession, or someone approaching retirement with questions — I'm here to help.
My Credentials
CAA Certified
Certified Annuity Advisor
NSSA
National Social Security Advisor
Life & Health Licensed
Licensed life and health insurance professional
IRMA Certified
Income & Retirement Management Advisor
My Approach
Every client I work with gets a personalized retirement strategy — not a one-size-fits-all solution. I start by listening. I want to understand where you are, where you want to go, and what concerns you most about retirement.
From there, we build a clear, actionable plan that covers income, protection, Social Security timing, account management, and more. And I stay with you through every step — because retirement planning isn't a one-time event, it's an ongoing process.