

Focus Areas
- Wealth Strategies
- College Savings
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Focus Areas
- Wealth Strategies
- College Savings
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Team Members
Monica FuentesSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(830) 249-8286Fax
(877) 481-4142Office Address
116 Herff Rd 109Boerne, TX 78006opens in a new window
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