CFP®, ChFC®, CLU®, CRPC™Request an appointment
Here to act in your best interests
Helping my clients achieve financial security for themselves and their loved ones has been my passion since I started in the industry 30 years ago. Outside work, I fill my spare time with my endless hobbies. There’s my dedication to fitness training, my passion for playing rock classics on guitar, wrenching on motors, and my all-time favorite thing, riding dirt bikes with my boys.
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Chartered Life Underwriter®
Chartered Retirement Planning Counselor™
Master of Business Administration, University of the Incarnate Word
Bachelor of Business Administration, University of the Incarnate Word
Visit one of our Locations
19026 Ridgewood Parkway
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 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 insight as well as our client service associates who can provide you with additional resources and support.