Grew up in the small town of San Juan, TX. Went to school at Texas State University - San Marcos earning both a Bachelors in Economics and Finance. After college, I evaluated a few different companies, and ultimately chose Waddell & Reed.
When Waddell & Reed was eventually sold to LPL Financial in 2021, my team chose to keep operating under the name of Waddell & Reed, and continue its legacy of service to our clients.
My Mission is to offer tailored financial advice to those transitioning into retirement that will inspire confidence in those that I work with.
On my spare time I enjoy brewing my own espresso at home, and reading historical novels. Love Americas Team, not matter what kind of season they are having! Love my four Yorkies, Chihuahua, and Boston Terrier, they keep me active. Devote Christian, and I spend my weekends trying to keep my wife happy!
(06/21)