My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning.
Each person’s future and road map of life is –unique- while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key life priorities.
Family Finance Health Home Leisure Work Giving
Life comes with change, meaning no straight road when it comes to your finances. I assist people in navigating thru the cycles of life without losing focus on their priorities. They deserve nothing less!
I began my financial services career in 1989 and along the way have held to the belief that service to the community is an integral part of life.
I served as:
Committee Chairman - Governmental Affairs Boerne Chamber of Commerce 2015
Member - Graduated Leadership Boerne Class: 2012-2013
Chairman - Nueces County Republican Party: Chairman 2006-2010
Adjunct Professor - Texas A&M Corpus Christi- Finance 2003
Chairman - Corpus Christi Chamber of Commerce; 2002
Director - “Conquer the Coast” Bike Ride
President - Boys & Girls Club of Corpus Christi; 1994
Member - Downtown Rotary Club Corpus Christi
Member - Graduated Leadership Corpus Christi XX: 1992
Member - United Way Campaign Committee: 1992, 1993, 1994, 1995, 1999, 2004 and 2005
When I am not at home or in the office, you can find me on the road as a masters cyclist or gardening in Boerne, Texas where I reside with my wife, Caroline.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
