Experience

• 

  Usaa

  Jan 1987 - Jan 2006

  Executive director acquisition/outbound
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  Intercontinental wealth advisors

  Jan 2008 - now

  Vice president of insurance services

  Intercontinental Wealth Advisors is a privately owned business that has carved out a special niche servicing high net worth individuals, non-profit organizations and corporations worldwide. We've been global wealth advisors since 1981, customizing strategies to help you reach your financial goals.Our core mandate is to conservatively manage global investment portfolios in a wide spectrum of liquid financial markets and asset classes. We work closely with tax planning attorneys in order to be in compliance with international tax laws while offering confidentiality and seamless wealth transfers to family heirs. This is accomplished through private investment companies and through the Intercontinental Life Insurance Agency. Intercontinental is regulated by FINRA, the SEC and the Texas Department of Insurance."If we're not listening, we're not succeeding. We founded this firm on customer relationships we've cultivated by listening and understanding."Learn more at http://www.intercontinentalwealthadvisors.com/ Show less