Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.



Team

Daniel Hernandez

Daniel Hernandez

Practice Manager,

Financial Planning Specialist

Personal Intro

I started with Tony as an intern in 2015, while attending UTSA. After graduating in December 2016, I started full time in January 2017. Fast forward 10 years from my initial start date, and I am now married and have a two-year-old daughter! I love the relationships Tony and I have built with our clients over the years and look forward to the new ones to come.

Qualifications

  • Bachelor of Business Administration in Finance & Accounting from the University of Texas at San Antonio

Roles & Responsibilities

  • Help conduct the smooth operation of a fast-paced—and friendly—financial planning office.
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