BUSINESS PHILOSOPHY
I am a teacher, mentor and financial advisor. I focus the active investor on behavior of the market cycle and the actions which they should pursue to work toward their financial goals. I strive to educate clients through understanding risks and rewards as the cycle evolves over time. I encourage flexibility and diversification while focusing on an efficient approach to the overall investment portfolio.
PROFESSIONAL ADVANCEMENT
• Registered Representative of IFP Securities, LLC
• FINRA Series 7, 63, and 65 Securities Registrations
• Life Licensed
• BS Degree, University of Texas at El Paso, 1971
• MBA Degree, Georgia State University, 1979
COMMUNITY INVOLVEMENT
- Former Member and Committee Leader, Alamo Area Council
- Former President, San Antonio Breakfast Club
- Former Randolph Rotary Club Member
Involvement & Fundraising Assistance, Friends of Scouting, AAC.
PRODUCTS AND SERVICES
- Investment Strategies
- Retirement Planning
- Business Succession Planning
- Estate Conservation & Analysis
- Charitable Giving
- 401(k) & 403(b) Plans
- Non-Qualified Retirement Planning
- Traditional & Roth IRA’s
- Mutual Funds
- Long Term Care Insurance
- Business Overhead Protection
- College Education Funding
- Market Cycle investing