Mel brings more than 20 years of wealth management experience, and focuses on developing methodical, comprehensive, analytically supported strategies to help clients achieve their financial goals. He specializes in retirement income planning and 401-k rollovers, focusing on clients’ financial goals, time frames and risk tolerance. According to Mel, “I’m passionate about assisting my clients achieve financial freedom. As an ardent listener, I take the time to get to know each of my clients, their unique needs and goals and I assist them in developing a strategy that aligns their distinctive circumstances and objectives.”
Mel’s prior experience includes work at CitiGroup Global Markets, Inc., Citi Smith Barney, Champion Group, Household Finance, ITT Financial Services and Dun & Bradstreet. Mel studied Business at San Antonio College in San Antonio, Texas.
Mel and his wife, Candy, have three sons and three grandchildren and enjoys camping, boating and fishing together with his wife, sons and grandchildren. Mel and his wife are active in their church where he volunteers at church functions and activities.
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- San Antonio College