Office: 713-972-8068

1 Riverway Ste 900
Houston, TX 77056-2043

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Staff

As a Financial Representative for the Northwestern Mutual Financial Network, I provide expert guidance and innovative solutions for my clients' personal and business needs. I don't do it alone. In addition to my staff, I have access to a Network of Specialists who are also a part of the Northwestern Mutual Financial Network. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security or accomplish the goals and needs of your company.

NETWORK OF SPECIALISTS:

Lori Bailey
Employee Benefits Specialist
In her role as our Employee Benefit Specialist, Lori prepares a comprehensive analysis of a client's employee benefits program, and then designs a solution to meet the unique needs of that company.  She works with employers having 2 – 9 employees.

 

 

Jerry Bridgen
Employee Benefits Specialist
In his role as our Employee Benefit Specialist, Jerry prepares a comprehensive analysis of a client's employee benefits program, and then designs a solution to meet the unique needs of that company.  He works with employers having 10+ employees.

 

 

Carlos Bolano, LUTCF, MBA

Qualified Retirement Plans Specialist
Carlos provides expertise in providing business clients with effective solutions that meet both the needs of the employee and employer. He also helps clients better understand the role annuities can play in retirement funding.

 

 

Daniel C Baker, CFP ®
Investment Specialist
As our Investment Specialist, Dan provides expertise in helping individuals with their wealth accumulation and wealth preservation needs.

 

Shane R Fruge
Disability Income & Long Term Care Specialist
As our Disability Income Specialist, Shane assists individuals and businesses design a disability income insurance program for both individual and group needs. Shane also fills the role of Long-Term Care Specialist where he helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.