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ABOUT THE BUSINESS
Howdy,
I help families and individuals gain clarity and peace with their finances through holistic, fiduciary financial planning. My mission as your personal CFO is to help you discern through financial decisions and steward your resources prudently so you can live out your unique calling.
You can find my wife and I chasing after our two little boys at home, a nearby park, or at our local parish at St. Vincent de Paul in Cedar Park, TX.
Areas of focus (select all that apply or add your own)
Fee-Only Advice (Hourly, Annual, or Asset Management)
Retirement
Equity Compensation
Business Planning
Faith-Based Investing aligned with USCCB Guidelines
Real Estate Decisions
Life Transitions
Young Families
Tax Planning
Se Habla Español
MEET THE OWNER
What inspired you to start this business?
Everyone deserves quality financial advise but Catholics need their values represented in all areas of their life especially their finances. The intersection of Faith & Finance is my passion! #centstosaints
How does your faith shape your work?
It is the source of my identity and the lens of how I work to help folks to have financial peace of mind
What's a favorite patron saint or scripture?
I consider that the sufferings of this present time are not worth comparing with the glory to be revealed. Romans 8:18
DEVOTIONAL
church
PARISH AFFILIATION
St. Vincent de Paul — Austin, Texas
Saint William — Round Rock, Texas
St. Albert the Great — Austin, Texas
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