Your goals are unique — and so is your financial journey. The further you go in life, the more complex your financial picture becomes. That’s why having a trusted partner by your side is essential.
As a CERTIFIED FINANCIAL PLANNER™ professional at Edelman Financial Engines in San Antonio, I help individuals and families navigate retirement with confidence, clarity, and a personalized plan they understand.
I take a comprehensive, goals-based approach to financial planning — aligning your investments, tax strategy, estate plan, retirement income, insurance, charitable giving, and education planning into one cohesive, actionable roadmap.
As a fiduciary, I’m committed to always acting in your best interest. You’ll know what you own, why you own it, and how it fits into your bigger picture — empowering you to make confident decisions about your future.
My goal is to help my clients feel informed, supported, and in control — so they can focus on living the life they’ve worked hard to build.
Outside the office, I’m a lifelong Texan, devoted husband, and proud father of four. I’m also a fitness and outdoors enthusiast, and a passionate traveler exploring the world with my family.
If you’re looking for a trusted advisor who cares about your finances as much as you do, feel free to connect. I’m happy to offer a no-obligation conversation.
