I believe that my heart for people and drive to be a servant leader is why I became a financial advisor 20 years ago. I tie my success to my love for my community and the plan and process I use to help so many in my financial practice. I also believe in service to others, sacrifice of self and a disciplined approach to life.

I'm a proud veteran of the United States Air Force and a proud father of four patriotic children. Both of my sons graduated from the United States Military Academy, West Point, and I have a daughter that attends the United States Naval Academy at Annapolis, MD, and a daughter that is currently attending the United States Air Force Academy in Colorado Springs. My devoted wife, Mary, and I raised our family under the core values of duty, honor, country and service to others above self. We believe that when opportunity and preparation go hand in hand, hard work will be rewarded. We believe in the American Spirit and stand firm in our faith with that allegiance.

I truly care about what's important to you and your family. I use an established careful process to create tailored solutions for families and local business owners. My commitment to you is the culmination of strong American values, extensive financial education, two decades of experience and the genuine love of all people.

I attended St. Philips College, earning an A.S. in liberal arts. In my financial career, I've attained my securities registrations, Series 7, Series 63, Series 66, group one health and life insurance licenses. I also earned the AAMS® designation to better serve my clients. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Ten years served on the Schertz City Council was a privilege and I enjoy target shooting, vineyard tours, cooking classes and extensive travel.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Domestic Partner Finances
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Art & Theater
  • Animal Rescue
  • Vintage Cars
  • Culinary Arts
  • Art Collecting

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

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