What we are all about

We are an independent insurance agency and risk management firm! That means that unlike captive insurance agents (for example Shelter, State Farm, All State) we have access to multiple insurance companies thus allowing us to offer our clients a variety of coverage options. Although we work with a variety of different insurance companies, we work for you! 

We serve Greater Houston Metropolitan area in general. Specifically, I serve small business owners looking to transition into the middle market space in their respective industries. I serve individuals and families looking to establish a social, cultural, and economic foundation for future generations. 

In Protect My Net Worth you will find a strategic partner in which you can trust. You can and should expect to gain a deeper understanding of the ever-evolving risk landscape and how it affects your family &/or business. Through our strategic risk management approach, we will help you identify the risk factors that your business faces and highlight the benefits of an effective risk management program. We will walk you through the step-by-step process of designing a before loss, during loss, and after loss comprehensive risk management program. We will strive to help you achieve enhanced performance and decision making.