Investing In Your Future Together

Social Security and your retirement

**NEW** Social Security and your retirement

Important information for investors' planning. Learn More

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Our Team is Committed to Your Future

With over 50 years of combined financial management experience, we take the time to listen to our clients and their most important values. For many people, that can be their family, health, community and future. We know the work we do influences these things so we keep our mission in mind every day - helping our clients live the life they choose so they can pursue their most important goals. Learn More 

Our planning process puts your needs first

Our planning process puts your needs first and draws on our team's experience. We create comprehensive wealth management plans that focus on what you want to accomplish and coordinate with your other professional advisors to help keep your plan in step with your life. Learn More

With you every step of the way

We work with multiple generations of clients and their families. As financial questions come up, or as your circumstances change, we are here to provide you with answers, financial counsel and get you the information you need to make smart decisions for you and your family. Learn More

Professional Credentials

Working with a Certified Financial Professional (CFP®)

Catherine has earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification. To earn her CFP® she has completed hundreds of hours of rigorous courses and examinations followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is a comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client's financial life.

Education and Experience

While no longer a practicing attorney, Michael earned both his Law Degree and Master's Degree in Alternative Dispute Resolution from Pepperdine University School of Law, and served on the editorial board of the Pepperdine Law Review.

In addition to representing, advising, and counseling business professionals, entrepreneurs, entertainers, and several families caring for family members with special needs, he has also taught trial advocacy as an Adjunct Professor of Law, and has proudly served as assistant district attorney for Bexar County.

"We provide a comprehensive approach to wealth management that provides the integrity, foresight, and personal service that our clients deserve."

Connect with us to discuss your wealth planning needs - Email us