Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances

Education

  • Bachelor of Business Administration, Finance, University of Texas, Austin, Texas

Previous experience

  • Senior Vice President, RBC Wealth Management, San Antonio, Texas, 2005-2019
  • Senior Vice President, Morgan Stanley, San Antonio, Texas, 2000-2005
  • First Vice President, Dain Rauscher, San Antonio, Texas, 1994-2000
  • First Vice President, Everen Securities, San Antonio, Texas, 1991-1994
  • Vice President, PaineWebber/Rotan Mosle, San Antonio, Texas, 1986-1991

Community participation

  • SA Life Academy
  • St. Andrew United Methodist Church
  • San Antonio German Club
  • San Antonio Town Club
  • Alamo Heights Little League

Interests

I am a graduate of the University of Texas in Austin and remain a Longhorn sports fan. I also enjoy spending time in Port Aransas with my wife Cindy, our 3 children and our 2 grandchildren. My youngest son Drew was born with Down Syndrome so I am passionate about helping individuals with intellectual and developmental disabilities. Cindy and I founded SA Life Academy, a day school for adults with special needs that have "aged out" of the public school system. I am the Treasurer and a Board Member and Cindy serves as the Executive Director. Finally, I try to stay active in our community of Alamo Heights and our church, St. Andrews Methodist.

My photos

1 albums
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