Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
I graduated from Dave Ramsey’s Financial Peace University in 2006 and then from UTSA in 2008 with a BBA in accounting. I served in the banking industry for 5 years, followed by 4 years in accounting for public, non-profit and government organizations. For the last 3 and half years I was with New York Life as a financial service professional and transitioned to MassMutual South Texas in October of 2018.
I enjoy working out, boot camp style, about 3 to 5 times a week and is how I met my girlfriend, Crystal, at Camp Gladiator. She is currently studying nursing at the University of the Incarnate Word and is in her final semester. We enjoy exploring downtown San Antonio, working out together, watching movies and listening to music together. I also enjoy cycling and consider myself an amateur carpenter after renovating my master bedroom, guest bathroom and garage.
I come from a family of 6 where I have 3 younger sisters. My father is retired from the San Antonio Police Department where he served as a detective investigator and the senior polygraph examiner. My mother retired from various secretarial positions years ago and serves as a homemaker now.
One of my personal financial accomplishments that I’m proud of is that I paid-off all my debt back in 2007. I was a Financial Peace University Coordinator for about 10 years where I facilitated personal finance classes led by Dave Ramsey. I also volunteer with organizations such as Habitat for Humanity, SA Food Bank, Sam’s Shelter, and my local church.