I help transitioning military members and business owners provide for the financial security of their families, and more importantly, to have the option to spend time with the ones that they love. With family in the military, having worked at USAA and as a local business owner myself, I have seen how much they give. I want to be able to give back.

It is my privilege to know clients so deeply, and to be entrusted with their financial well being. Listening to my clients allows me the opportunity to build trusting relationships with honest communication. My goal is to enrich the lives of my clients, their kin and generations of their family to come. I wake up excited everyday because I think that there is no greater calling.

On a personal note, I am a longtime San Antonio resident, and have been happily married to my wife, Patrice, for eight years. We have two young boys, Matthew and Aaron, who fill us with amazement everyday. I have a long history with managing money, and began investing into the stock market at the age of 15. I proudly graduated from UTSA with a bachelor's degree in small business management and entrepreneurship. In my leisure time, I like spending time with family, enjoying the outdoors and giving back to my community. I am part of a wonderful organization that raises over $100,000 every year and distributes it out to over 75 different charities.

Whether you are planning for retirement, saving for college, or just trying to protect the financial future of the ones that you care for the most, I can help you get there. Once we find out what is most important to you, we can use our established process to develop a personalized strategy for your unique situation. I will continue to partner with you and your family throughout your life to help you stay on track and reach your goals. Give us a call, and let us show you how we can make a difference.

Focus areas

  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Outdoor Enthusiast
  • Fishing
  • Active Lifestyle

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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