Clients choose to work with me to enhance their financial literacy and explain exactly what their financial plan means to them. Me and my team of professionals deliver on two important financial aspects for our clients. Financial Planning Most every client has a comprehensive financial ...more

Clients choose to work with me to enhance their financial literacy and explain exactly what their financial plan means to them. Me and my team of professionals deliver on two important financial aspects for our clients. Financial Planning Most every client has a comprehensive financial plan that we review at least twice per year. We take the time to actually listen to our clients discuss their financial goals, dreams, and concerns. We understand that while we have a formal financial plan on file that things happen and plans change. We feel that our clients plans are living breathing documents. Our team is well equipped with professionals who have taken the time and proven the knowledge to obtain and maintain several designations including - CERTIFIED FINANCIAL PLANNER(tm), Chartered Retirement Planning Counselor(r), Certified Public Accountant, Financial Planning for Qualified Professionals. Investment Management As fiduciaries it is our obligation to put our clients interests ahead of our own. We feel that Wall Street has muddied the waters and created far too many advisor sold products. Our clients investment portfolios that we manage are product free and are comprised of stocks, bonds, and options. By doing this we feel we are able to provide a greater level of transparency, control, and keep costs low. While our strategies are sophisticated we work hard to explain them in a manner that our clients can understand so that they may feel confident knowing how their money is invested to reach their goals. Our team is well equipped with professionals who have taken the time and proven the knowledge to obtain and maintain several designations as well as completed courses including - Accredited Asset Management Specialist and The Investment Strategies and Portfolio Management Program administered by The University of Pennsylvania's Wharton School of Business. I attended The University of Texas at San Antonio and earned by Bachelors in Business Administration in General Business. I also hold the Chartered Retirement Planning Counselor® (CRPC®) designation, and have completed the Investment Strategies and Portfolio Management Program administered by The University of Pennsylvania’s Wharton School of Business. In my spare time I enjoy golfing, reading, and traveling with my wife Rachel and our favorite pooch Einstein. Hightower Advisors, LLC is an SEC registered investment advisor. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC.less