About My Practice
Provide investment planning. We help clients attain their financial goals through the recommendation of actively managed investment strategies. Our main goal is to avoid big losses during major market downturns and provide consistent risk adjusted returns over the long term. We do not agree that the conventional wisdom of a buy and hold is always the best way to invest.
Experience
Masters in Business Administration from St Edward's University, Austin, Texas
Retired U.S. Army officer.
Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance: TX, Variable annuities: TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA
Considerations: Our firm earns a management fee based on the amount invested
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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