Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Family Finances
  • Investment Management
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Investments
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Business Administration, Finance Major, St. Edward's University, Austin, Texas

Previous experience

  • Financial Advisor, Merrill Lynch,, 2019-2020
  • Paraplanner, Ameriprise Financial,, 2011-2019

Community participation

Past community participation:

- Rio Grande Valley Estate Planning Council

- McAllen Rotary Club

Interests

Helping people in planning to achieve their financial goals is my life's passion. . However, it's not the only interest I have. I also enjoy and have an interest in:

  • Rugby
  • Spending time with family
  • Automobiles and motorsports
  • Cooking