If you've been reading Practitioner's Brief and found yourself thinking, "I'd like to talk to this person about my own situation" this page is for you.
I work with a small number of clients through Prime Capital Financial in San Antonio. Here's how to know if we might be a fit.
Work With Me
For readers who want to explore a professional relationship.
Who I Work With
Good Fit
High earners navigating complexity
You're juggling kids, aging parents, and your own future, Sandwich Generation
You have concentrated stock (RSUs, options, company shares) and need a plan
You want tax-smart strategy
You earn well but don't have time to manage the details
Pre-retirees and retirees facing big decisions
You're approaching retirement and want to know if you're ready
You need a Social Security timing strategy
You want tax-efficient withdrawal planning (which accounts to tap first, and when)
You've built something and want to spend it confidently without running out
Probably Not a Fit
You're looking for stock picks, day trading tips, or market timing calls
You are focused on short term investment performance
You prefer DIY approach (that’s great, Keep reading the briefs!)
What a First Conversation Looks Like
Schedule a Call
20-30 minutes via Zoom or phone. No prep needed on your end.
2. We Talk
I’ll ask about your situation, goals, and what’s on your mind. You can ask me anything.
3. Honest Assessment
I’ll tell you if I think I can help, or point you elsewhere if someone else is a better fit.
About Prime Capital Financial
My professional practice is through Prime Capital Financial San Antonio, a boutique wealth management firm with deep local roots and national resources. Our local team has experienced professionals.
When you work with me, you get access to our entire team, including dedicated client service specialists and a staffed local office (no 1-800 numbers or phone trees).