Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Insurance
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA, PFS Certified Public Accountant, Personal Financial Specialist

Education

  • BBA, 1985, Texas A&M University

Interests

Balancing a good life today and tomorrow with my family and friends is important to me - so is serving others. To recharge my batteries, I enjoy music, hiking, sports, travel, reading, and barbecue.

Piano, organ, trumpet, and singer in amateur rock band Robb Swain and The Hurricanes

Community participation

  • I've been interviewed on KSAT 12 news since 2001 on a variety of financial topics.
  • One of founding members, past president, and guest teacher of annual local high school personal finance education program and contest reaching over 2,000 teenagers in 20 schools since 2008.
  • Church Building and Capital Campaign Co-Chair, musician and home/hospital visitor, former board chairman.
  • San Antonio Texas A&M Club Foundation Endowment - enriching lives for service and leadership for past, present, and future students of Texas A&M University.

Awards & recognition

  • Five Star Wealth Manager, 2012-2015, 2018-2020

Professional associations

  • Financial Planning Association
  • American, Texas, and San Antonio Societies of CPAs

Honored to Receive Industry Recognition

I'm pleased to announce I've received a 2020 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.
I'm grateful for this recognition and even more grateful for the clients and colleagues who made this possible. Thank you all!