About Us

It's a Pleasure to Meet You

One of the most valuable lessons I’ve learned in my career is that different stages of life call for different financial strategies. That’s why I believe the best approach begins with listening and understanding what matters most to you.

Born and raised in San Antonio, Texas — and coming from a family of educators — I’ve always had a passion for teaching and helping others feel informed and empowered when it comes to their financial decisions. I take pride in serving the community I call home, helping neighbors, friends, and families navigate these important choices. Whether it’s planning for retirement, navigating Medicare options, or protecting your loved ones with life insurance, my goal is to make these topics feel clear and approachable — not overwhelming.

As an independent advisor, my focus is on building relationships, providing personal service, and guiding you toward sound strategies. Let’s work together to create a plan you can feel confident about — and one that’s built around what matters most to you.

Rooted in Education, Family of Educators

More than 75% of my clients work in education — and that’s no coincidence. I’m the proud son, brother, and grandchild of educators, and I’ve seen firsthand the passion and dedication it takes to serve in our schools.

Growing up surrounded by teachers, I feel a deep sense of purpose in helping those who give so much to our communities.

While I’m licensed to help anyone, it’s truly an honor to serve the educators who shape the future every day.

Community Driven + Community Service

I wouldn’t be where I am today without the support, encouragement, and opportunities provided by the people around me. I believe we are all shaped by our environment, our access to resources, and, at times, a bit of privilege.

Because of that, I feel a strong responsibility to give back. Whether it’s educating our senior community about financial resources, teaching financial literacy to children and young adults, or volunteering my time across San Antonio, I’m committed to sharing what I’ve learned and helping others feel informed, empowered, and supported.

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. You might run into me at events around the city (especially Fiesta!), Spurs games, and almost every UTSA football home game. Don't be shy, come say hi!

Northwest Crossing Elementary

Stevenson Middle School

Communications Arts High School (NISD) '11

UTSA College of Business class of '15

Independent Advisor

When it comes to your financial life, having options matters. As an independent advisor — partnered with over 15 different companies — I can help you find a plan that truly fits your needs, not just what one company offers.

Working with me means: