I spent over 2 decades as a Marine Corps Officer and Pilot, before retiring as a Lieutenant Colonel in 2017. After a brief stint in the Airline Industry, decided to make a career pivot and follow my passion for Wealth Management, where my degree in Financial Management and MBA are put into practice daily. Working at a world class firm, I'm part of a team that currently manages over $1.4B in assets, providing tailored strategies for families, professionals and business owners. We specialize optimizing portfolios to enhanced returns while lowering risk and improving tax efficiency using sophisticated products that most firms don't have. To learn more of how I can add value to you, hit me up and we can play a round of Golf at the Exec Course at Lake San Marcos.
