Andy Urso has over 20 years of experience in the insurance and financial services industry, helping individuals and small business owners protect and grow their assets. He has also assisted clients in setting up retirement plans with guaranteed income designed to last throughout their lifetime.

My name is Tatjana Schmitt, and after earning my Master of Business Administration and completing a successful 30-year career in the airline industry, I moved to Texas and shifted my focus to what inspires me most—helping individuals and families plan for a brighter tomorrow.

As a licensed agent in Life and Health and as Certified Financial Fiduciary, I provide guideance to guide families through proven Indexed Strategies,towards a future where their children have the freedom to chase their dreams—whether that means pursuing higher education, exploring the world, or following their own unique path. And I  help individuals prepare for retirement with strategies that provide confidence, security, and peace of mind. Having raised my own family and experienced my own transition into retirement, I understand the questions and concerns, that come with planning for life’s next chapter.

When I’m not working on behalf of my clients, I enjoy spending time with my family,especialy my granddaugher, traveling, and embracing the Texas outdoors—especially exploring the many scenic bike trails in the area.