My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

My interests are my family heritage, Colombian & American History, English Literature and humor. I am a Washington, DC native and support all home teams, without exception.

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Family Finances

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2016

Education

  • Randolph-Macon College - B.A.

Files for Download

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