CFP®, ChFC®, CRPC™, RICP®Request an appointment
Here to act in your best interests
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.
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Chartered Retirement Planning Counselor™
Retirement Income Certified Professional®
Bachelor of Arts, Texas State University
Master of Science, College for Financial Planning
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.