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
14
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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • 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

Interests

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.