Focus: Insurance Strategies, Business Owners, College Funding Strategies, Financial Education, Retirement Income Planning, Retirement Strategies
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. 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 needs, and more importantly, their future needs.
I graduated from Baylor University with a BBA in Marketing and Management and have 29 years of experience in the financial services industry. I have a passion for helping people understand their personal and financial risk, and helping them plan for a safe and financially sound future.
On a personal front, I am active in my community and am a member and volunteer of City Church Bandera Road, a volunteer at the San Antonio Food Bank, and a prospective member of the San Antonio Chamber of Commerce and the San Antonio Rotary Club. I have been married to Rachel for almost 28 years after meeting at Baylor University as members of a co-ed service fraternity, Circle K (Kiwanis International). As an Air Force brat, I arrived in San Antonio during my high school years and graduated from Robert E. Lee High School. Rachel was born and raised in San Antonio, grew up a child of a Marine and Kelly Air Force Base Civil Servant, and graduated from John F. Kennedy High School. Rachel is a career Special Education teacher and is currently the Resource and Gifted & Talented teacher at St. Matthew Catholic School. We have two amazing sons, Joseph and Anthony, who both attend Texas universities - UT Medical Branch Galveston and UT San Antonio, respectively.
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.