Over 35 years of experience in personal trust and estate administration where I am providing guidance to Broadway Bank clients on meeting their goals and expectations. Skilled at explaining the technical aspects of wealth transfer strategies in an understandable manner. Our team of Wealth Advisors are experienced, knowledgeable professionals who provide first class service, handling all aspects of trust responsibilities resulting in lasting relationships with our clients. Our mission is to deliver the best banking experience with values of trust, excellence, teamwork and creativity. We are a Texas based bank with deep roots, local decision making and customized solutions.

Trusted advisor with comprehensive knowledge and experience in advising clients on personal trust, estate administration and tax effective asset transfer strategies. Successful in identifying client goals and explaining and executing efficient plans to achieve their needs. Proven track record of maintaining lasting relationships through difficult market cycles. Especially skilled at explaining the technical aspects of wealth transfer strategies in an understandable manner. Praised by managers for my integrity. Served as the senior trust officer of the Midland Texas trust department through the complex sale to Wells Fargo providing oversight for all facets of trust administration, compliance and leadership to strengthen the team management of the officers who remained. Guided the closing of our McAllen Texas trust department and successfully transitioned the administration to our San Antonio office while building on relationships in a manner that influenced retaining the majority of the business. Served as corporate representative in several high profile legal matters involving mineral management.