Since beginning his career in 1998, Luis has enjoyed witnessing his clients grow their wealth and achieve their goals through his guidance and approach to managing their assets. At the center of his team’s client service model is developing a full understanding of their goals, both financially and personally. Regardless of where they want to go or what they want to do, Luis and his team make every effort to help them reach their station in life. An earnest man, Luis lives by the old C.S. Lewis quote, “Integrity is doing the right thing, even when no one is watching.” Being part of the success of his clients is a privilege he does not take lightly. Luis and his team ensure not only are the plans for their clients clear and free of industry jargon, but also that their recommendations are explained with every possible option considered. With this approach, Luis and his team empower their clients to take charge of their plan so they’re able to rest easy knowing that their wealth is consistently managed in their best interests.
A graduate of the University of The Incarnate Word, Luis’s commitment to putting his clients first derives from the misfortune his own parents experienced when he was younger. The sense of hopelessness he felt was something he never wanted to feel again. To this day, Luis works tirelessly to ensure his clients and their families are always up to date on their progress, so no matter what happens, they’re able to make the right decisions. One of Luis’s favorite aspects of his role has been the many lifelong relationships he’s been able to foster with his clients. He truly wants to have a relationship with them. To know their family and for his clients to know about his in return.
A native Texan, Luis, and his wife of 18 years were born and raised in San Antonio. Luis is immensely proud of the growth the city has experienced over the past few years and is excited about where it’s headed. Outside of work, Luis and his family enjoy traveling to new places and cheering on the Spurs! Luis leads an active life through exercise and bike rides on the city’s Mission Trail. In addition to his volunteer work with his local church, Luis is an advocate for education supporting the Rey Feo Consejo Education Foundation, which focuses on fundraising for student scholarships in the San Antonio area.
Services Include
- Wealth Management
- Financial Planning
- Retirement Planning
- Trust Accounts
- Estate Planning Strategies
Securities Agent: CA, AK, NV, WA, TN, NM, MS, MO, GA, OK, FL, MI, AR, OH, CO, TX, NY; General Securities Representative; Investment Advisor Representative