Find An Agent: Texas

Since 2017, Garrett Burrow has been helping and protecting people. He knows everyone’s needs are different and creates unique plans for all his clients. Specializing in the Asset Protection and Long-Term Care Division, Garrett works with a multitude of agents and insurance carriers to ensure he can custom-tailor the best policies for each individual.

The founder of Davis Capital Corp. is Tim Davis, RICP, CLU, CEBS. He has had a successful insurance career that spans over 30 years. Tim focuses his attention on people who want a safe and secure retirement. His extensive insurance background in all areas of insurance covering human capital, as well as being a successful entrepreneur, uniquely qualifies him to lead a team to strategically design and place insurance plans for a broad spectrum of needs, both personal and corporate. Tim is a University of Texas at Austin graduate with a BBA in finance. He also earned the Retirement Income Certified Professional (RICP) and Chartered Life Underwriter (CLU) designation from the American College of Financial Services and the Certified Employee Benefit Specialist (CEBS) certification from the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans.

“Throughout my career I have helped hundreds of families and business owners create strategic plans that identify personal and business goals. I make it my priority to deliver beyond my client’s expectations by helping them strategize the best solutions based on their needs.” Roy SnarrMy dedication and passion has enabled me to build a successful and recognized business and to become a part of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT). An international organization consisting of the top 1% of licensed financial professionals. As a part of my ever-growing financial education I serve as a local Board member for the Society of Financial Services Professionals (FSP). I hold an LACP designation; Life and Annuity Certified Professional.

Rick Dennis, CFF (Certified Financial Fiduciary®), is the President of Conservative Retirement Solutions, LLC, a Houston-based retirement planning company. Rick started his company in 2004 after he witnessed the negative impact the stock market crash of 2000-2002 had on the retirement accounts of his fellow Baby Boomers.Rick’s company provides financial education for people who want “safe, secure, and guaranteed” retirements and focuses on helping clients learn about financial options they may not know about.During his professional career, Rick has taught numerous classes about current events and how they affect an individual’s retirement. Rick advocates a common-sense approach to financial planning and believes that the necessary money should be kept safe and secure.

David Duston, founder of MoneyWorks Group, has helped others learn how money works for many years and serves as a strong advocate and leader in teaching financial literacy concepts. He holds his Life and Health License in Texas. His safe money and income strategies help clients maximize retirement options while focusing on a safe and secure approach to retirement.

Charles Cardenas’s philosophy and that of the RPS Retirement Planning Systems of South Texas act in the client’s best interest. His clientele includes healthcare professionals, state and federal employees, business owners, and blue-collar workers. Charles understands that his clients are concerned about protecting their hard-earned assets and are extremely worried about possibly running out of money during their retirement years. RPS’s goal is for every client and their families to have sufficient income during retirement and to pass on family assets to the next generation efficiently through proper estate planning.