You will find that I am an open book. I love to share my knowledge and build relationships. I do not like being taken advantage of and I do not like seeing it happen to other which is why I am starting this venture.
Let me help you let you get a handle on your debt.
We have more than 25 life insurance and home care products available from many of the top rated carriers.
I can help you get started on a path to financial freedom from any age.
All people have needs which tie them to safety, belonging, happiness, and success. The purpose of JBS Financial Solutions is to provide the resources necessary to help individuals and families meet those needs. Either through eliminating debt, planning for retirement, finding the right insurance plans, or getting an estate in order, I can help facilitate the proper resources necessary for just about any need.
My priority is to provide quality service to everyone equally. To accomplish this, I will follow six values which are:
Authenticity: Strive to always be me while also putting the needs and desires of the clients first.
Honesty & Integrity: Doing the right things and telling the truth even when nobody is watching. Serving through a unified approach to how I do business and treat others.
Accountability: This is to not only keep promises to my clients but also taking responsibility for any errors which may arise. Anything found which is not in the best interest of the client will be immediately corrected.
Loyalty: Valuing clients as people and respecting the trust they have put in me. This level of trust and respect will be earned and maintained through continued effort.
Diversity: Reflecting a workplace that includes a variety of people from different backgrounds and cultures, diversity of opinions and thoughts.
Safety: Watching out for others, being secure and safe in your workplace.
I have been interested in finance for more than 20 years. This passion came as a result of seeing the struggles my parents faced while raising three boys during difficult times. My father started as a Corporate Tax Specialist and is now a Chief Financial Officer for his company which has kept the subject of financial management fresh on my mind my entire life.
For 20 years I served in the United States Air Force where I frequently taught good financial management classes to young Airmen. After retiring, I became a Reserve Officer Training Corp Instructor for a local High School and focused my efforts on financial planning and leadership development; a part of the curriculum which was not getting equal attention as the rest.
After many years of formal and self-directed education on financial management, planning, and advising, my dream of helping other get where they want to be financially is becoming a reality. I cannot wait to see where this journey will take me over the next year and beyond.
JBS Financial Solutions
23511 Verona River Drive, Katy, Texas 77493, United States
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