I have been in the financial services industry for the past 25 years. My calling to this
field came as an undergraduate as I enjoyed my economics classes and had an intrigue
of the financial markets. After graduating with an MBA it was time to pursue my passion
and help others. Many who know me have heard me say, “There isn’t one size that fits
all”. I firmly believe in taking an individual approach to offering financial solutions.
Tailoring financial solutions to your individualized needs is where we excel. Our
experience and cultural understanding enable us to make recommendations that are in
line with what you are looking to achieve. Having been in a wirehouse, a bank, and now
in the independent space, I am acutely aware of the products and processes that are
available to a client. It is this experience that we will be leveraging to provide the best-
in-class solutions for you and your family.
At Sonterra Wealth Management LLC our aim is to provide an unparalleled experience
for our clients. We strive to provide boutique service while having the platform and vast
resources of Cetera Advisor Networks. Our service is individualized and tailored to the
needs of each client. Our team will be with you every step of the way to answer your
questions and we will do our best to ‘simplify the complicated’. We pride ourselves on
explaining the strategies and solutions recommended in the easiest.
Now, a little about me... I have been married for the last 25 years to an amazing woman
and we have two daughters that we are immensely proud of. When I’m not with my
family I enjoy spending time at the family ranch, reading, or watching a sporting event
(Go Astros!). As a husband, a son, a father, and a friend – I live by the Golden Rule and
give HIM thanks and praise for giving me the knowledge, the health, and the ability to
pursue my passion and the ability to serve you and your family in the best way that I
can.