I am a Lead Planner with Facet and a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Wealth Management Certified Professional (WMCP). I have over 3 years experience helping educate clients reach their financial goals. I am a life-long learner and have a passion for helping clients navigate their financial journey. I believe everyone needs a financial plan to make sure they are on the right path to achieve financial freedom.
I am from Texas and have lived in San Antonio nearly my entire life. I enjoy the warmer weather to spend more time outside training for marathons and exploring new hiking paths. I also like watching movies, going to sporting events, and spending time with my wife while exploring new places to travel.
Education: University of Texas at San Antonio (BS)
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