About Us

It's a Pleasure to Meet You

An important lesson I’ve learned during my experience in financial services: different stages of life require different financial strategies. Because of this, I strive to find solutions for the varying needs of my clients.

As an independent advisor and insurance agent, my goal is to serve you by building financial relationships, providing personal service, and utilizing safe assets. I specialize in retirement plans, life insurance, and Medicare private insurance plans.

Let's work together to find the plan that best fits your needs.

Rooted in Education, Family of Educators

More than 75% of my clients work in education, and that's not by chance. I'm a proud brother, son, and grandchild of an educator. Growing up in a family of educators, as well as working alongside teachers, has motivated me to assist those that work in our communities' schools.

I'm licensed to help anyone, but I truly enjoy serving our educators.

Community Driven + Community Service

I wouldn't be where I am today if it wasn't for those around me who supported my dreams. We are all a product of our surroundings, resources, and sometimes privilege.

I strive to educate our senior community about financial resources, teach financial literacy to children and young adults, and volunteer my time throughout different communities in San Antonio.

San Antonio Native + UTSA Alumni

As is customary in San Antonio, feel free to ask me where I went to high school! If there's one thing to know about me, it's that I love the city I was born and raised in - San Antonio. You might run into me at numerous Fiesta events, Spurs games, and almost every UTSA football home game. Don't be shy, say hi!

Northwest Crossing Elementary

Stevenson Middle School

Communications Arts High School (NISD) '11

UTSA College of Business class of '15

Independent Advisor

It's beneficial to have options, and that includes your financial life. I'm an independent insurance agent who's contracted with over 15 companies. Whether it's a Roth IRA, term life policy, or Medicare supplement plan, I'm able to provide options for the clients I serve.

Other Benefits

• Customer service assistance

• No employee turnover

• Unbiased recommendations