​ERS ​Equity Retirement Solutions

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.

Our Services

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