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

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investment Management
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • LUTCF Life Underwriting Training Council Fellow

Education

  • Masters of Science, Physics, TX State, San Marcos, TX
  • Bachelors of Science, Physics-Math minor, TX State, San Marcos, TX

Interests

To this day, even with my girls in college, I enjoy preparing them emotionally & financially for adulthood. My wife and I find that to be a daily activity. We want them to be upstanding, contributing members of society, when they are on their own.

Rachel is up at UNT in Denton, studying Audiology. Emily is at my alma mater,TXST for business.

I enjoy making sawdust in the garage(My Wood Shop). I've completed furniture for the house, raised beds for vegetables in the backyard and some storage units.
Some weekends, I get to enjoy small stakes poker with the guys. They help me hone my skills & let me buy them dinner sometimes by raking all my chips.

Community participation

I serve on the advisory board at

ABODE Contemplative Care for the Dying

Professional associations

  • San Antonio Estate Planners Council