I have a strong knowledge of the financial services industry, its products, processes and culture. I employ 26 years of experience in the financial services industry as an accredited investment fiduciary, financial planner and wealth manager to help extend my comprehension to my clients in all ...more

I have a strong knowledge of the financial services industry, its products, processes and culture. I employ 26 years of experience in the financial services industry as an accredited investment fiduciary, financial planner and wealth manager to help extend my comprehension to my clients in all aspects of their financial life. In addition to my Series 7, 63,65,26 and Accredited Investment Fiduciary, I obtained my Chartered Retirement Plan Specialist and Chartered Mutual Fund Counselor designations from the College of Financial Planning early in my career to increase my knowledge of Employer Sponsored Retirement Plans. I graduated from Angelo State University with a bachelor’s degree in Business. Originally from West Texas, I have lived in San Antonio for the last 26 years and I am married to my loving wife Kelly. I enjoy golf, hunting, and spending time with my family. We have 2 children, a son and daughter of in law, and the apples of our eyes, our 4 Grandsons.less