I've spent my entire career in the financial services industry and am extremely passionate about helping others reach their financial goals. I've worked at a large financial firm and have had job offers from other well-known financial firms that I didn't take because they wanted me to work with hundreds of clients. I do not believe that an advisor can effectively maintain that many relationships and still provide top-tier advice. For that reason, I founded Comal Wealth Management in 2020 to help clients save time, reduce financial stress, achieve financial freedom faster and ultimately have a secure retirement.
We intentionally limit the number of clients we work with to make sure that our clients receive the highest level of service. This gives us the ability to know our client's situation extremely well and to be available for our clients when they need us the most.
My firm is fee-only, which simply means that we are paid directly by our clients and do not receive a commission or fee from a third party. We are also fiduciaries, meaning that we are legally obligated to do what is in our client's best interest.
My commitment is to truly listen to you, understand your situation, and help you navigate the ever-changing financial landscape so that you may live your best life.
We are based in New Braunfels, TX but serve clients from coast to coast by utilizing web-based technology such as Zoom, so you can work with us regardless of your location and can meet with us from the comfort of your home or office.
On a personal note, I'm a born-and-raised Texan and have called New Braunfels, TX home since 2018. My wife Brooke and I love animals. We like to joke that we were normal three cats ago. Wizard, Loki and Bella certainly bring us a lot of joy.
On the weekend you'll find us training Brazilian Jiu-Jitsu, watching the UFC with friends, and in the evening, we like to put on a Lord of the Rings movie and order a pizza from our favorite local Italian restaurant, Gennaro's.
Outside our normal weeks, we love to travel, preferably somewhere with beaches and palm trees. I enjoy trading travel stories with clients and hearing how our various adventures helped us gain perspective and joy in life.
If you made it this far you should go ahead and schedule a complimentary consultation.
About
Comal Wealth Management
We specialize in comprehensive financial planning & investment strategies for busy professionals and retirees.
We help you save time, reduce financial stress, achieve financial freedom faster and ultimately have a secure retirement.
We intentionally limit the number of clients we work with to make sure that our clients receive the highest level of service. This gives us the ability to know our client's situation extremely well and to be available for our clients when they need us the most.
We are fee-only, which simply means that we are paid directly by our clients and do not receive a commission or fee from a third party. We are also fiduciaries, meaning that we are legally obligated to do what is in our client's best interest.
Our commitment is to truly listen to you, understand your situation, and help you navigate the ever-changing financial landscape so that you may live your best life.
We are based in New Braunfels, TX but serve clients from coast to coast by utilizing web-based technology such as Zoom, so you can work with us regardless of your location and can meet with us from the comfort of your home or office.
If you made it this far you should go ahead and schedule a complimentary consultation.
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