About Us

With nearly two decades of financial planning and investment management experience, I formed my firm to help individuals and small businesses owners capitalize on more effective ways to manage their businesses, investments and retirement strategies. I help my clients get effective tax strategies and combine that with financial planning designed to help them from setting up funds for their children’s college savings  to having enough money for retirement.

With more than 12 years with HEB Grocery Company as a retirement investment manager and 4 years with Texas Municipal League -IRP as part of the investment management team,  I believe I can provide effective counsel on how to improve upon the financial options available for their consideration. My approach is to help my clients determine the individualized solution that works best for them instead of a more traditional cookie cutter sales and marketing approach that typically benefit the sales reps for mutual funds.

In addition to my financial planning services, my company provides the full spectrum of accounting services.  During the traditional tax season, we also offer quick return services for those who want to get their refunds from the Internal Revenue Service.

As a retirement investment manager, I served as part of the management that oversaw nearly $1.4 billion in assets. My team reviewed investment managers to help my company track the employee benefits from stocks, bonds, hedge funds, real estate portfolio and private equity to fund the 401K retirement plan for over 20,000 employees. I tracked the performance of these funds to ensure that HEB maximize their investment portfolio. I left HEB to pursue my interest in working with individuals, small business firms and executives.