Senior Investment Management Consultant
Suite 1500
San Antonio, TX 78205
toll free: 800-323-0456
fax: 210-271-6194
- Association of Professional Investment Consultants (APIC)
Current Member
Former Board Member - Trinity University
Board of Trustees, 1978 - Present - Southwest Research Institure
Vice Chair
Chair, Finance / Nominating / Governance Committees - Cancer Therapy & Research Center
Board of Directors, 1978 - 2007
Past Chairman - United Way
Co-Chair Alexis de Tocqueville Society, 2006
- BS - Civil Engineering
Texas A&M - BA - English, Texas A&M
- Series 7, 63, 65, Options & Insurance Licensed
- Smith Barney Consulting Group's Graduate School, 1996 & 2000
- Barron's Magazine
Among the Top Wealth Advisors in America 2008 - Barron's Magazine
Among the Top 100 Wealth Advisors in America - 2005, 2006 & 2007 - Registered Rep Magazine
One of the Top 100 Advisors in America 2007 - Smith Barney Consulting Group's High Net Worth Advisor Award 2006
- Scene in S. A. Magazine One of the Most Influential San Antonians of 2005
- Director's Advisory Group Smith Barney Member: 1998 - 2000
Co-Chair: 1999 - 2000
- 1985 - Present: Morgan Stanley Smith Barney*
Managing Director- Wealth Management
Senior Investment Management Consultant
San Antonio, TX - 1969 - 1985: Rotan Mosle, Inc.
Vice President
San Antonio, TX - 1964 - 1969: USAF
Captain

