One of the privileges of my job is seeing pictures of my clients’ grandchildren and retirement homes and hearing about their travels and hobbies. I don’t just help my clients manage their financial picture, I help give them the financial flexibility to enjoy their passions.
As natives of the beautiful Texas Hill Country, my husband and I are privileged to live on and operate a third-generation ranch just a short distance west of Fredericksburg. Growing up in a ranching family instilled a love for the outdoors and an appreciation for the beauty in nature. It also taught me, at an early age, the importance of good budgeting and having a thorough strategy.
With a diverse mix of clients who have wide-ranging goals, it is important to me that I listen, care and wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. My clients often come to me during times of transition, such as retirement or receiving an inheritance. My background is an advantage to the custom-tailored strategies and portfolios I create for clients. I enjoy the challenge of developing complex, high-net-worth strategies which often require collaboration with other professionals such as CPAs and attorneys.
Diane Taylor works with me as the branch office administrator. She works diligently to provide exceptional, personalized customer service to our clients. Together, we have enjoyed a high level of success and client satisfaction.
My passion is spending time with family, which includes my husband, Delbert, our two daughters, their husbands, and our four grandchildren. I also enjoy many outdoor activities, travel, participating with Rotary and the ability to serve our great community.
I look forward to meeting you and developing a partnership to work with you as a team in creating tailored strategies to help you achieve your vision of financial success.
- Wealth Strategies
- Charitable Giving
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberDana L Green at (830) 997-9141
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