Our Services

Strategically building a national retirement planning organization specializing in equity preservation and protection, providing tax free retirement solutions with living benefits protection that assures asset safety, security and business continuity that provide a sense of peace for families and businesses while addressing major national economic and financial issues. We are leading our operations with strategies that drive replication and scale.throughout our organization.

​ERS ​Equity Retirement Solutions

Financial Strategist and Field Management 
Company Name: Equity Retirement Solutions (ERS)

Experience Dates: May 1986 – Present
Location: Nationwide

- Executive financial and equity planning
- Business Continuation (buy-sell, executive bonus, golden parachutes strategies , etc.)
- Advance commercial lending strategies
- Advisor to Business Development branches in multiple states

- National operations management

- Field Management with Freedom Equity Group (FEG)
- Strategically building organizations with replication and scale
- Coaching and training new managers and successful agent advance business strategies

- Former NASD Licensed Registered Investment Advisor (RIA)

- Former Texas Licensed Mortgage Broker

- Current Real Estate Broker and Insurance Agency Owner
- 2014 Top 100 recipient of the " Playa Del Carmen, Mexico" Corporate Paid Vacation

- 2015 Top 10 Recruiter with FEG
- 2016 Top 50 qualifier of the "Dominican Republic" Corporate Paid Vacation 
- 2016 Top 25 Agency Developer

- 2017 Ring Earner

- 2017 Top 50 qualifier of the "Cabo St. Lucas" Corporate Paid Vacation

Saint Edward's University          Degree Name: Bachelors                     Field Of Study:  Business
Dates attended or expected graduation:  1990 – 1994

Harvard University                     Degree Name: Certificate                   Field Of Study:  Organizational Leadership
Studied and attended: 2003

University of Texas                    Degree Name:  Masters                     Field Of Study:   Leadership and Policy Studies
Dates attended or expected graduation   2008 – 2011

Activities and Societies: Honoree - Golden Key Int'l Honour Society

National Affiliate Structure: www.fegnationwide.com