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Wall Street, Silicon Valley and European Experience
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23 years of experience helping clients achieve financial independence |
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Highest personal integrity and ethics |
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Specializing in family wealth management services and proactive investment planning |
I enjoy serving my clients and believe that two priceless commodities measure the success of relationships: trust and loyalty. As a financial advisor, I go beyond providing investment advice. A great investment plan does not come solely from knowing investments — it comes from knowing you! We will have conversations that you might not expect, having less to do with the arcane details of asset allocation and more to do with the details of your life. Only then can we develop wealth management strategies.
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Areas of Focus
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [0911-1346 09/09/11].
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 108,000 consumers) and registered financial services representatives (over 7,500 financial services professionals) to evaluate the approximately 14,000 wealth managers in the Houston Region (includes Atascosa, Bandera, Bexar, Comal, DeWitt, Dimmitt, Edwards, Frio, Goliad, Gonzales, Guadalupe, Karnes, Kendall, Kerr, Kinney, La Salle, Lavaca, McMullen, Maverick, Medina, Real, Uvalde, Val Verde, Wilson, Zavala, Bastrop, Blanco, Burnet, Caldwell, Fayette, Gillespie, Hays, Lee, Llano, Mason, Travis and Williamson counties in the state of Texas). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Houston Region.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly (Austin, San Antonio and Central Texas Region).
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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