Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Le Cordon Bleu, Austin, TX; Associates Applied Science 2011

Awards & recognition

  • Wilson Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Wilson Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Financial Planning Specialist, Muldowney & Associates San Antonio, Texas, 2014-2021

Community participation

Wilson Wealth Advisors - Community participation photo

My practice volunteers alongside our clients at the San Antonio Food Bank

Interests

  • Cooking
  • Lifelong San Antonio Spurs fan
  • Playing guitar
  • Spending time with my large family