As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. For me, wealth management and retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence theyve worked their whole lives to achieve. My process for serving clients includes an ongoing discussion of their current finances and future objectives. In this manner, my clients and I help address issues as they arise and determine how or when to you adjust investment strategy if necessary to achieve financial goals. I received my M.B.A. from Yale University, my J.D. from Georgetown University, and my B.B.A. in Accounting from University of Texas at El Paso in my hometown. Prior to becoming a Financial Advisor, I held Tax Attorney/CPA positions at three multinational corporations and two of the Big Four accounting firms. I do not currently give tax or legal advice. 