Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Investment Management
  • Saving for Education
  • Insurance

Awards & recognition

  • James Credo, Five Star Wealth Manager, 2022

Community participation

We believe in the power of community, and we believe passing along those values to encourage future generations to support and contribute to our community will help build and maintain a vibrant community. This is the reason why our team is so passionate about giving back to our communities with time, talent, and treasure.

  • International Museum of Art and Science
  • Rotary Club of McAllen South
  • South Texas Chapter American Red Cross
  • Leadership McAllen
  • Javelina Alumni Association Board of Directors-J Enriquez