Focus As a Financial Advisor, my goal is to build long-term, collaborative relationships with my clients, helping them both build and preserve their wealth. I’ve had the privilege of working with multiple generations of families, guiding them through various market cycles and life milestones. My approach is to provide informative counsel and trusted advice, always with their best interests in mind. I believe in being a steady partner through their financial journey, helping them make decisions that align with their goals and values. Background and experience I grew up in San Antonio and went on to attend Texas State University, where I earned a Bachelor of Business Administration degree in Finance. My career began in the trust departments of Bank of America and Frost Bank, where I gained valuable experience in estate planning and wealth preservation. Afterward, I spent 15 years at Morgan Stanley, helping clients navigate a wide range of financial markets and strategies. Now, as part of Conservant Capital, I continue to build on that foundation, offering my clients personalized financial guidance. Because I strongly value learning and growth, and with an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning. For this designation, I welcomed the opportunity to complete approved educational programs, pass several rigorous examinations and meet ongoing and stringent experience requirements. It reflects my commitment to providing the highest level of financial advice to my clients. Away from the office New Braunfels, with its natural beauty and vibrant community, is the place I'm proud to call home. In my free time, I enjoy practicing yoga, hiking, exploring our vast and beautiful state, and spending quality time with my family, friends and dogs. I'm also actively involved in civic and community efforts, including Alamo Area Partners for Animal Welfare (AAPAW) and the Texas State Alumni Association. Giving back to the community is something I'm passionate about, and it brings me a great sense of fulfillment.