As the Branch Manager for the San Antonio, Corpus Christi and McAllen offices of Waddell & Reed, I teach, empower, and assist a team of dedicated financial advisors in growing their financial planning practices. I have been involved in financial planning and wealth management for 15 years, serving clients at several different large and mid-sized wealth management firms. In addition to my current role, I have had the privilege of leading financial planning teams in Houston and Dallas. These experiences have proven to me that everyone deserves a plan to pursue their financial dreams. It was this belief that led me to dedicate myself to our clientele and their pursuit of success. In addition to my professional experience, in working with advisors and their clients, I focus on the following areas:
Business Owner Succession
I share this journey with my wife, Tanya and 3 children, Jazmin, Isabella and Lucas. In my spare time, I am a board member of the St. Francis Catholic Youth Organization of San Antonio. Additionally, I enjoy coaching my kid’s sports teams, reading and spending time with family and friends.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/17