Bio
As an Advisor at Maslow Wealth Advisors, Sergio supports families and business owners through comprehensive financial planning and investment solutions tailored to help them live, work, and retire on their own terms. He works closely with clients in building coordinated financial strategies that aim to support long-term financial security and efficient wealth transfer.
Prior to joining Maslow Wealth Advisors, he collaborated on a team managing $1 billion in assets to deliver integrated tax, estate, and investment strategies for clients. Sergio has a military background having served honorably as a non-commissioned officer in the United States Army, where he developed a deep sense of leadership, discipline, and service to others. These values continue to guide how he works with clients every day.
Sergio earned his Bachelor of Business Administration from Mays Business School at Texas A&M University, graduating magna cum laude. He later obtained his CERTIFIED FINANCIAL PLANNER® certification, further enhancing his ability to deliver personalized advice aligned with each client’s goals.
Outside of the office, Sergio is an avid student of the game of golf and a passionate supporter of Texas A&M athletics. Originally from Castroville, he now resides in Bee Cave with his wife, Tayler, and their three daughters.
It’s almost never as good or as bad as it seems on the surface. Those who collaborate with us through our process, finally understand where they sit financially. It’s these individuals who we do our best work for.
Q&A
I’ve been fortunate to know many people in my life who sought careers of service. I too was called to service through the military. These experiences brought me fulfillment and growth that helps me to be a better advisor, teammate, father, and husband to this day. It’s very natural for me to lead our clients beginning with service. That’s something we all have in common here at Maslow.
Many times clients allow their accountant, attorney, and advisor to operate independently of each other. We coach our clients to instead optimize for collaboration across these disciplines, as they are ever increasingly intertwined as you’re building and protecting wealth.
Chips! There isn’t a chip that I can’t pair well to a meal or an occasion. I’ll confess the occasion many times is “just because.”
