My Approach

I care about what’s important to you

Your financial goals are unique, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future.

With the right financial advice, life can be brilliant.


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.

Years of Experience ?

Areas of Focus

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

Awards & Recognition

  • Five Star Wealth Manager, 2016-2017


  • Randolph-Macon College - B.A.

Files for Download

My Videos(2 videos)