Achieving professional and business success can often be challenging work that leaves little room for anything else. But along with success in your chosen field, you deserve to know that your wealth is shielded and that you are doing the right thing with your money. ALNA Financial Group provides experienced business owners and leaders with the expertise they need to structure their financial affairs and secure their wealth in ways that protect their interests.
The discipline and persistence with which I pursue my clients’ financial goals is a reflection of my time in the military and my successes.
I was born and raised in West Texas (Midland-Odessa), from where I joined the United States Marine Corps after graduating from High School. Early on in my military career, I was recognized as a future leader and selected into a program to become a Marine Corps Officer. In this position, I served as a Communications Officer for over 7 years while stationed in countries that included Japan, Korea, Bangladesh, Thailand, and Iraq.
I hold a Bachelor of Science degree in Management and Information Systems from the University of Arizona, where I graduated with honors, as well as a Master’s Degree in Systems Engineering from the George Washington University. Recently I achieved my life-long dream and received a Master of Business Administration (MBA) in Finance from Saint Joseph’s University.
Expertise in personal finance:
My curiosity and a natural thirst for learning has helped me to thrive and has largely contributed to my expertise in personal finance. Today, I adapt all I have learned across each of my experiences to help my clients make better decisions about their finances. At ALNA, our focus is on assisting our clients across the entire range of their financial goals and needs. This includes retirement planning, tax planning, cash flow, estate, insurance, as well as investment management.
As a proud husband and father with two adult sons, I understand the importance of knowing that you and your family are financially secure, and your future is protected. This is why, at ALNA, we are committed to helping you make the most of your wealth, as we provide tested and trusted strategies for structuring your personal finances.
We value your time, and our process is driven by our commitment to maximize this valuable resource. With 45-minute meetings, agendas, financial dashboards, and monthly touch points, we enable you to quickly assess your situation, take action, and return to your career or business interests.
Our process starts with an Introduction meeting, followed by our Discovery Meeting which will help you identify your financial values and goals. Next is our Getting Organized meeting, where we dig into the numbers (Assets, Liabilities, Income, Expenses). After, we will present our findings in a Financial Review which provides you with an accurate picture of your current financial situation and progress towards your goals. From there we will help you determine the best strategy to pursue your goals. After the Financial Review, we partner with you to implement the strategy to resolve your challenges and build a path towards your financial goals.