Hello and Welcome

The purpose of this site is to provide a reference point as to my professional credentials and abilities. 

Education: BA, Business Management University of Phoenix, 1985

Professional History:

1985 - 1987 Engineering Manager for high technology companies

1987 - 1993 Marketing/Sales Executive for high technology companies

1994 - 1997 Merger and Acquisition Specialist

1997 - 2002 Financial and insurance planning and sales

2000   Founder of what is now Asset Exchange Strategies

Corporate History

We are often asked how long we have been in business.  There are three ways to verify the facts:

1) Better Business please use the phone number 512 528-0801  in the phone location to log in  verify...  We suggest you perform the same test for our competitors and read all of the report.

2) Our web site was up and running months before our competition had opened its doors  verify...

3) An interview by On Wall Street was conducted on Sept 1, 2004 interviewing me on self-directed IRAs.  Interview was actually conducted 4 months previously.  That is two years before our closest competitior was in business.  verify...

Professional Designations:

CEA, Certified Estate Advisor, Awarded by National Association of Financial and Estate Planning

Why is a CEA a designator an appropriate designator?

IRS regulation 408 defines an IRA as a trust.  Most professionals understand the treatment of an IRA as a retirement tool and the input and output requirements but when an IRA is treated as a trust then its application becomes much more than just a retirement account.

The CEA designation is an earned title for the study and the successful demonstration of comprehension and professionalism.  Verify..

Professional Licenses:

Texas Department of Insurance Life and Accident Insurance  Verify... enter cordoba and daniel in agent box

Texas Real Estate Commission Instructor, Real Estate Finance and Real Estate Investments Verify...