David Zuniga

David Bartoski is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Forma Financial Planning in Boerne, TX. His prior experience includes roles at USAA and USAA Investment Management Company over the course of 11 years. Forma Financial Planning LLC is a fee-only registered investment adviser that offers discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth households. The firm employs an investment approach based on asset allocation principles from Modern Portfolio Theory, utilizing a mix of passive and active funds, ETFs, individual securities, and model portfolios to achieve diversification and tax efficiency.

John Carr is a CFP® and Series 63 registered financial advisor with 18 years of industry experience. He is the principal of Carr Consulting P.A., an independent firm based in San Antonio, TX. Prior to founding his firm, he has been associated with H.D. Vest Investment Securities, Inc. since 1998. Outside of advisory services, Carr is a licensed CPA and owns several businesses focused on accounting, tax preparation, and financial services. Carr Consulting P.A. provides portfolio management and financial planning to individual investors, businesses, non-profits, and institutional clients. The firm combines fundamental and technical analysis in its investment approach, offers both discretionary and non-discretionary management, and integrates accounting and tax services through affiliated businesses.

Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like "if something were to happen to me, am I prepared?" My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals. I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says "investing is simple, it's just not easy." Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.

Mauricio Sanchez is a financial advisor at Portafolio Capital Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Capital Advisors, LLP and JPMorgan Securities LLC. Outside of his advisory work, he is the founder and Chief of Strategy of GURUPRESARIO LLC, a marketing and consulting business that helps small business owners develop operational skills. Portafolio Capital Management is an independent, fee-only registered investment adviser serving high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, endowments, and businesses. The firm manages discretionary portfolios with a focus on strategic asset allocation and offers several portfolio strategies, including a proprietary Tactical Sector Rotational strategy and an Alpha Long-Term Growth strategy, as well as customized options.

Jimmy Hernandez is a financial advisor at Sherpa Wealth Management LLC in San Antonio, TX, holding a Series 65 license with seven years of industry experience. His prior experience includes roles at Brookstone Wealth Advisors and Wealth Watch Advisors. Hernandez is also the owner of Sherpa Life, LLC, an insurance agency specializing in funeral and final expense insurance. Sherpa Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients with discretionary asset management and comprehensive financial planning. The firm constructs portfolios aligned with clients' objectives and risk tolerance, often using a blend of long- and short-term strategies, and collaborates with third-party managers when appropriate.

Professional Greetings, I am the Founder & Wealth Advisor steering the helm at Flying Forward Wealth Management, a firm I founded to manifest my deep-seated commitment to tailored, fee-only financial planning. My journey started at the United States Air Force Academy where I honed a disciplined, strategy-driven approach to problem-solving, obtaining a Bachelor of Science in Management. Later, I advanced my knowledge with an MBA from the University of North Carolina Kenan-Flagler Business School. In the financial realm, my expertise is fortified by an array of designations including CFP®, CIMA®, ChFC®, CLU®, AEP®, and EA, each testifying to a dedication to comprehensive financial mastery. This rich background equips me to craft financial strategies that are as unique as each client I serve, always with an eye toward secure, forward-moving growth. Personal Based in the beautiful locale of Boerne, TX, I've cultivated a practice that mirrors the warm, community-focused spirit of our area. My approach to wealth management is much like crafting a fine, aged whiskey — a careful nurturing of growth, combined with the patience and foresight to anticipate future rewards. In the vibrant community of Boerne, I’m not just your wealth advisor; I’m a neighbor eager to help fellow locals foster financial health and peace of mind. Beyond the financial charts, I have a penchant for embracing the vibrant life and culture our locality offers — be it enjoying a quiet weekend in our scenic town, engaging in community events, or flying out of the local airfield 5C1. My Why My mission stems from a simple yet profound belief: comprehensive planning can be the wings that allow dreams to fly. In founding Flying Forward Wealth Management, my aspiration was to create a haven where clients could find not just financial guidance, but a collaborative partner in navigating life’s financial journey. With a philosophy grounded in forward motion and expansive vision, I am here to ensure your financial plan isn’t just robust and resilient but also tailored to your most cherished life goals and aspirations. Together, we will forge a path that lead to financial stability and wealth crafted to serve not just immediate needs but generations to come. It’s more than financial planning; it’s planning to fly forward, with wealth strategies that honor your life’s work and echo into the future. Let's carve out a journey that marries financial wisdom with your life aspirations.