How We Work Together: I believe that it's important to understand what clients are working toward before offering them investment advice. I listen, care and wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. Relationships are key, and in our view, meeting face to face builds strong relationships. The mantra in my office is "Our friends are our clien
ts and our clients are our friends." We genuinely love building relationships with our clients and I relish the opportunity to help others achieve success through the advising of their financial lives. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. About Me: I'm originally from the Chicago area, but I have lived in San Antonio for over 25 years. I attended the University of Texas here in San Antonio where I received my Bachelors and Masters degree in business. I have earned the CERTIFIED FINANCIAL PLANNER™ and I have over a decade experience in the financial industry. I am married to my best friend, Stephanie, and we have two amazing children, Payton and Addison. With great excitement, I'm proud to announce we are also expecting a new baby girl this fall. I enjoy coaching my son's baseball team and my daughter has me wrapped around her finger (Hopefully this changes later!). Community Involvement: We are a major sponsors and participants for the Walk to End Alzheimer's. We are active members of our church in the Stone Oak area as well as the UTSA Alumni Association and the San Antonio Food Bank.
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