Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.




Team

Daniel Hernandez

Daniel Hernandez

Practice Manager,

Financial Planning Specialist

Personal Intro

I started with Tony as an intern in 2015, while attending UTSA. After graduating in December 2016, I started full time in January 2017. Fast forward 10 years from my initial start date, and I am now married and have a two-year-old daughter! I love the relationships Tony and I have built with our clients over the years and look forward to the new ones to come.

Qualifications

  • Bachelor of Business Administration in Finance & Accounting from the University of Texas at San Antonio

Roles & Responsibilities

  • Help conduct the smooth operation of a fast-paced—and friendly—financial planning office.
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