Your Team

Professional Focus

With more than 20 years of experience in investment planning and wealth management, I am dedicated to helping individuals and families pursue their financial goals with clarity and confidence. As Managing Director – Investments and Senior Vice President – Investment Officer at the Vlasi Boudreau Wealth Management Group of Wells Fargo Advisors, I work closely with clients to develop thoughtful, well-structured strategies that reflect both their financial priorities and the lives they want to lead.

My team and I are committed to delivering a high level of professional service while maintaining a personal, relationship-driven approach. By taking the time to understand each client’s goals, values, and circumstances, I help build investment plans designed to evolve as life changes—providing guidance not just for today, but for the years ahead.

Background and Experience

I earned my Bachelor of Science in Business Administration from the University of the Incarnate Word. Before entering the financial services industry, I owned and operated a successful small business for more than a decade—an experience that continues to shape my practical, disciplined approach to planning and investing.

Originally from Long Island, New York, I began my financial career with Dreyfus Mutual Funds in New York City. After relocating to San Antonio in 2005, I served as Vice President of Investments with Bank of America/Merrill Lynch. In May 2012, I joined Wells Fargo Advisors, where I continue to provide clients with comprehensive investment guidance supported by the firm’s extensive resources and capabilities.

Professional Designations & Education

I hold the CERTIFIED FINANCIAL PLANNER^® certification and the Chartered Retirement Planning Counselor^TM (CRPC^TM) designation, reflecting my commitment to ongoing education and comprehensive financial planning. As a CFP^® professional, I am equipped to design strategies that balance near-term decisions with long-term objectives. The Chartered Retirement Planning Counselor^TM designation equips me to help clients define their vision for retirement, build sustainable income plans, and make informed decisions that align their financial resources with their long-term goals.

Personal Time and Community Involvement

My wife, Jennifer, and I have two daughters, Abygail and Jillian. Outside the office, I enjoy traveling, reading, outdoor activities, movies, trivia, and driving my 2000 Plymouth Prowler. Giving back is an important part of my life. Our family is actively involved in our church and community volunteer efforts, and we support organizations that are close to our hearts, including local food banks, parent associations within our school district, animal rescue and humane societies, and St. Jude Children’s Research Hospital.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

Professional Focus
As a Senior Financial Advisor and Senior Vice President – Investment Officer at Vlasi Boudreau Wealth Management Group of Wells Fargo Advisors, I am committed to helping individuals and families make thoughtful, informed financial decisions at every stage of life. Whether planning for retirement, funding a child’s education, or helping to preserve and transfer wealth, I work closely with clients to develop strategies designed to support both their financial goals and their evolving life circumstances.

I believe investment planning is not a one-time event, but an ongoing process. As life changes, so do priorities—and investment strategies must adapt accordingly. My role is to remain a steady partner over time, helping clients stay aligned with their objectives and confident that their investment plan continues to reflect what matters most to them.

Background and Education
I earned my bachelor’s degree in theology with a concentration in youth ministry from Texas Lutheran University. Early in my career, I served as a youth minister and family counselor, where I witnessed firsthand how financial stress can impact families and relationships. That experience deeply shaped my perspective and ultimately guided me toward a career in financial advising.

Prior to joining Wells Fargo in 2011, I also gained experience as a property manager with Storage Depot and as a sales representative with State Farm Insurance. Together, these roles strengthened my understanding of personal responsibility, risk management, and the practical realities individuals and families face. These experiences continue to inform my approach today—one that emphasizes empathy, education, and long-term planning.

Going forward, my mission is to help clients put their wealth to work in support of their life goals, providing guidance that is both disciplined and personal. I am passionate about walking alongside clients through the planning process and helping them feel confident about the road ahead.

Personal Time and Community Involvement
My wife, Tiffany, and I are proud parents to our two daughters, Lexi and Shelby. When I’m not working with clients, I enjoy spending time with my family, staying active through sports, exploring new restaurants, and traveling together.

Giving back to the community is also an important part of my life. I am actively involved in our church, support fundraising efforts that help children attend camps, volunteer with the Shrine Hospital, and serve with our local Chamber of Commerce. These commitments reflect my belief in service, connection, and investing in the well-being of the communities we call home.