With a dynamic corporate career spanning over 20 years, I've developed expertise in strategic planning, operational excellence, financial management and team leadership across Fortune 100 companies like USAA, The Boeing Company, BAE Systems, and Accenture.
My journey began with a personal mission— not just to earn, but to grow, protect and eventually achieve financial freedom. Inspired by this mission I founded MMCM in 2020.
Based in the beautiful city of San Antonio, Texas, I manage a portfolio that spans single-family properties in the Midwest to luxury apartment buildings in Dallas, TX and Ft Lauderdale, FL.
When I'm not strategizing investments or consulting, I love to travel, learn, volunteer, and soak up the great outdoors with my family.
I'm here to guide you toward a future where financial independence isn't just a dream— it's your everyday reality.
Founder & President
Our mission is simple: create diversified income, minimize risk, and maximize tax efficiencies so you can build legacy wealth and live with purpose.
We go beyond growth. We design holistic strategies that align your money with your vision for life. Whether you're investing for passive income, preparing for retirement, or planning your exit, we're here to help you build a future of freedom—on your terms.
We believe real wealth isn’t just about growing assets— it’s about protecting what you’ve built and creating freedom that lasts. That’s why we offer integrated planning services for clients who want more than market returns.
Cash Flow Optimization
Business Value Growth & Exit Readiness
Risk Management & Protection Planning
Estate & Legacy Planning
You’ve worked hard to build something meaningful. We’ll help you protect and scale it—without losing sleep or control.
We combine real estate strategy, financial planning, and business advisory into a clear, step-by-step process that helps our clients build lasting wealth and legacy. Here's how we guide you:
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