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I can help you incorporate ESG and responsible investments into your university sponsored plan.

         

Most of us hold the greatest amount of wealth within our employer sponsored plan.


Why not use your university sponsored retirement plan to invest in issues that matter most to you?


Whether you are most interested in social or environmental issues, we can put your money there.


The goal is to provide an environmentally sustainable strategy without compromising sound investment principles.

         

Sustainability goes beyond reduce, reuse, recycle. Let us help you identify opportunities to expand your portfolio into ESG.

Start Making an Impact Today

My team and I proudly serve San Antonio, Texas and surrounding areas, and we look forward to working with you - virtually or in-person based on your preference and location. Schedule time to meet or use the submission form below to begin.