I live, eat, and breathe financial planning, which makes for some riveting dinner conversations. I am also committed to coaching fiscal responsibility, helping clients thoroughly understand financial concepts, ensuring that all of your questions are answered, and consequently boasts a personal record –6 hour client meeting!! Having been born with a mind that requires me to know exactly how things work, has been a blessing and a curse. Instead of being satisfied with merely accepting things as truth (far too easy), many nights are spent trying to prove/disprove conventional financial planning logic and exploring new retirement planning theory.
Experience:
- Began career as financial advisor in 1994
- Training, coaching, and developing new financial advisor
- Advanced designation AIF (Accredited Investment Fiduciary)
- Fully licensed with FINRA Series 7,Series 65, and Series 63
Personal
I reside in Far North Central San Antonio, and when I am not working, you can find me down at the coast, attempting to be a DIY expert around the house, finding me slicing golf on the course, or just trying to stay in good shape, and don’t forget just kicking back enjoying a cold beer or a glass of fermented grape juice (preferably a white wine)