Financial planning, asset protection and investment recommendations
Prior to moving to Houston, I resided in San Antonio for approximately 25 years. I'm a graduate of the University of Texas at San Antonio, and a recipient of the Texas Governor's Recognition Award (High School) from former Governor Ann Richards.
Area of Houston
Servant Leader, Give It First Networker?
Have Attended Live InHouston Netweaving Events (ever):
no, going to the next one
Businesses and individuals with net investable assets of $100,000 or more.
Businesses and individuals that are looking for short-term and long-term cash management, liquidity, and income needs.
Urgent Needs and Compelling Desires of Target Market(s)
Short-term volatility guidance and long-term asset growth.
Opportunities said Target Market(s) would love to invest in
Short-term, laddered, governtment bonds for cash management/income needs and actively managed portfolios that mitigate market volatility risks while generating a steady stream of income.
Benefits of investible opportunities to Target Market(s)
Research backed guidance, actively managed portfolios and investment recommendations that are "buy" rated.