

Focus Areas
- Wealth Strategies
- College Savings
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities

Certifications
CFP®
Certified Financial Planner™
Request a Consultation
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Fax
(877) 481-4142Branch Team
- Monica Fuentes
- Sr. Branch Office Administrator
- Jaisy Pfeifer
- Branch Office Administrator
Branch Team
Office Address
1580 S Main Street #104Boerne, TX 78006opens in a new window
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