Who We Are

CA Insurance License Number: 4127618. Resident State TX

Focus

“My goal as a Financial Advisor is to build long-term, collaborative relationships with my clients to help build and preserve wealth. I work with many generations, through various market cycles and milestones, to provide informative guidance and trusted advice to assist them in making decisions that are in their best interest.”

Background and Experience

• After growing up in San Antonio, I attended Texas State University where I obtained a Bachelor of Business Administration degree in Finance.

• Before joining Wells Fargo Advisors Finanical Network, I worked for 15 years with Morgan Stanley. My experience also includes positions in the trust departments of Bank of America and Frost Bank.

• With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner designation from the College for Financial Planning. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Away From the Office

• I am proud to call the beautiful town of New Braunfels my home, where I live with my two dogs.

• In my free time, I enjoy traveling, hiking, live music and quality time with friends and family.

• I also participate in many local civic and community organizations including Alamo Area Partners for Animal Welfare (AAPAW).

CA Insurance License No. 0K34052. Resident State TX


Focus

“My passion is helping people reach their work, life and retirement goals. I take the time to listen to what each person wants to achieve then develop strategies to help build and preserve their wealth. I take pride in customizing investment plans and delivering trusted advice and guidance with the highest level of personal service and professional integrity.”

Background and Experience

• I grew up in San Antonio, earned my undergraduate degree from the University of Virginia, volunteered as a soccer coach, and sang a cappella music.

• I worked for several years in Los Angeles as a writer, actor, producer, and singer/songwriter.

• I then earned both my Law Degree and my Master's Degree in Alternative Dispute Resolution from Pepperdine University School of Law, and served on the editorial board of the Pepperdine Law Review.

• In addition to representing, advising, and counseling business professionals, entrepreneurs, entertainers, and several families caring for family members with special needs, I also have taught trial advocacy as an Adjunct Professor of Law, and have proudly served as assistant district attorney for Bexar County.

Away From the Office

• I live in San Antonio with my wife, our two daughters, and our dog and cat.

• In my spare time, I enjoy singing and playing guitar, or chipping away at one of the seventeen books on my bedside table.

• I currently serve as Chairman of the Board of Governors for SA Youth, a local non-profit organization.

Focus

"My goal is to provide exceptional service as I help our clients by answering questions and working to resolve service items accurately, timely with patience and kindness.”

Background  and Experience

• My strong work ethic and deep understanding of our firms’ systems and resources helps me handle each client request.

• I take a proactive approach to ensure that all our client’s day-to-day needs are handled efficiently, and with a smile.

• I have been with the firm since 1996, and have over 20 years of financial industry experience and over 30 years of administrative and clerical experience.

Away From the Office

• Originally from San Antonio, I enjoy spending time with my family and friends, and love the outdoors.