Mr. Peña has worked in the financial services, wealth management, and trust administration industry since 2006. He earned his Bachelor of Business Administration in Finance from Texas State University – San Marcos. He later completed the University of Texas at Austin Continuing Education Program for Certified Financial Planning and subsequently obtained his CFP® designation. Mr. Peña is committed to working alongside clients to understand their goals, and guide them through each unique trust, estate, and retirement planning matter to bring peace of mind and dependable solutions. Outside of work, he is an avid outdoorsman, a proud husband, and a dog dad to two energetic Labrador retrievers.