Senior Vice President - Financial Advisor
I help high net worth individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth. I customize my approach to help meet the individual needs of every investor. Clients are provided with important concepts needed to help them achieve their investment objectives while at the same time positioned to minimize risk. The key component of my service is comfortability. My clients must have a level of comfort that helps ensure peace of mind and confidence that their portfolios are positioned to achieve their long-term investment objectives. Clients must be at ease with my oversight of all the tasks entailed in the supervision of their portfolio. Use of advanced investment planning techniques, along with the willingness to work in conjunction with a client’s tax or legal advisor, provides the framework for a well organized approach to investing.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
Kerrville location: 819 Water Street Suite 100 Kerrville, TX 78028 (830) 896-8772
As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.
June 15, 2023
Trend & cycle roadmap
April 21, 2025
Market week
May 10, 2022
Portfolio Focus
May 20, 2022
Interest Rate Information
