My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Education

  • Randolph-Macon College - B.A.

Awards & recognition

  • Five Star Wealth Manager, 2016-2017

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.