Sun West Insurance Agency, Inc. can trace its roots back to the late 60’s. The agency has evolved over the last 50 years through the merger of several different agencies, and eventually the sale to a new ownership group in May of 2010. We have built a reputation for honest, efficient, and professional service. We are a full service insurance agency providing property, casualty, life insurance, health insurance and employee benefits for businesses, families, and individuals. Sun West is one of the most respected independent insurance agencies in the Dallas-Fort Worth Metroplex. We work with clients in a wide range of industries and our commercial clients include public entities, privately held corporations, and non-profit organizations. We are capable of providing insurance in all 50 states and have helped place insurance for companies with international operations as well. Sun West is a member of Combined Agents of America (www.combinedagents.com). Combined Agents of America (CAA) is a group of independently owned and operated agencies located in Texas, Oklahoma and Kansas. In 2010, we collectively produced over $410 million in premium making CAA, and Sun West Insurance Agency, one of the largest insurance agencies in America. Our mission is to build and maintain a close relationship with our clients, enabling us to properly service their risk management needs. We build lasting relationships with our clients by understanding their goals and exceeding their expectations. Our long term success is a result of the business philosophy that we have maintained since our inception.
My Approach:Many of my clients are seeking financial independence and peace of mind and need to create a personal financial plan to pursue this goal. That's where I can help, by structuring a plan designed to achieve your financial goals.My Interest:Growing a successful financial planning and investment management practice for over 10 years. Currently reaching out into the community via seminars and educational forums to enrich the lives of others. Even during stressful financial times, I continue to enjoy the interaction and opportunity to provide direction to my clients and prospective clients. I enjoy spending time serving at church (Concord Baptist) and on the board of the Dallas Furniture Bank. When I am not with my wife and daughters, you may find me on the golf course, 11 handicap. Areas of Focus:Retirement Planning StrategiesInvestmentsRetirement Income StrategiesEstate Planning StrategiesTax Planning StrategiesWorking Together:Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect: professional help in clarifying your financial goals and prioritiesIf you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectivesAccurate information about our tailored solutions, including risks, benefits and costsWhat to bringA list of any questions you have regarding your current financial situationAny account statements, budget information or other areas of your financial life that you feel deserve immediate attentionA list of future dreams and financial goals you would like to achieve, including both short- and long-term goalsI am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct business in NE, IL, NY, GA, CA, OK, NM, IN, MN. CA Insurance #0H08491Experience:Awards & RecognitionFIVE STAR Wealth Manager, 2013Qualifications:Chartered Retirement Planning Counselor University of Colorado at Colorado Springs SEE IMPORTANT DISCLOSURES: Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
If you are struggling to efficiently and effectively manage you finances or your simply don't feel as though you, your family or business are financially protected, its time to make changes. Give me a call and we could review simple ways to turn things around for you. If you are a business owner and are looking to expand, downsize, or simply stay right where you are. There are solutions for you too!
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