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
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
  • Saving for Education
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies




  • Bachelor of Business Administration, Our Lady of the Lake University

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016, 2017, 2018, 2019, 2020

Professional associations

  • Member, San Antonio Estate Planners Council


My wife and I are proud parents of two amazing and very active teenagers. Together we enjoy supporting them develop their academic, athletic, and spiritual talents.

As a family we are avid sports fans and enjoy a variety of outdoor activities ranging from yard work, hunting & fishing, boating and barbequing for family and friends.