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
44
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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