How This Agency Came to Be

After graduating from Lamar University with my Masters in Accounting, I ventured into the world of public accounting as an auditor for Deloitte & Touche. Although I found success auditing multimillion-dollar publicly traded companies, I quickly realized - I hated it. However, it took one other accounting role at a publicly traded company to realize that I did not want to spend the rest of my life talking to an excel spreadsheet all day.

Growing up I helped my parents with administrative work and often experienced a lack of willingness to teach and help us understand how these processes worked. I witnessed many families just like mine be taken advantage of because of a lack of knowledge towards their tax return or insurance policy. I believe that an insurance and tax professional should serve as an advisor and invest the time to thoroughly educate their client.

In late 2015, I left the accounting industry for a more interactive and people-centric purpose. I wanted to combine my professional expertise with my passion for serving others and become a game changer in the tax and insurance industry. Upon acquiring a Farmers Insurance Agency, we began offering personal and business Tax preparation services.

Our agency's foundation is built from our passion to serve, educate and improve the lives of our clients. To date we have earned multiple awards for our service and growth within our industry. With a strong foundation and a team of fully licensed professionals our vision is to become the largest insurance and tax preparation providers in Texas.