Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Financial Education
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
In my personal life, I am deeply committed to my church and community, where I serve on several church ministries. When I am not with my family or active in my church, I take time to relax on the golf course. My wife and I have successfully put our two daughters through undergraduate and graduate school. If it weren’t for the strong encouragement and knowledge of a financial advisor that we met over two decades ago, our family tree would look much differently today. Inspired by their influence on my family’s life, I would like to have that same impact with the families that I meet. From an educational perspective, I graduated from the UT Health Science Center earning my Board Certification in Cytotechnology. I also graduated from UT San Antonio with a Bachelor of Science in Biology.
University of Texas San Antonio
UTHSC-Board Certified in Cytotechnology
Parish reader, Usher, Mens retreat team member
Right of christian initiative for adults
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10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157