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Here to act in your best interests

About me

For over a decade as a financial planner, I have had the pleasure of helping my clients get to and through a successful retirement. To me, nothing is more fulfilling than helping others succeed in their financial goals and giving their families an opportunity to secure a better life. I’m a lifelong Texan and a die-hard San Antonio Spurs fan. I love spending time with my family outdoors fishing, hunting, scuba diving and traveling.



Chartered Financial Consultant®

Chartered Retirement Planning Counselor™

Retirement Income Certified Professional®


Bachelor of Arts, Mass Communications - Texas State University

Master of Science, Personal Financial Planning - College for Financial Planning

Visit one of our Locations

San Antonio

19026 Ridgewood Parkway

Suite 316

San Antonio, TX 78259

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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