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

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 66, 9,10, Life and Health
    CA Insurance# OG98181

Interests

  • Golf at Elmwood Golf Course in Pueblo, CO
  • Snowmobiling and skiing at Crested Butte
  • Music at Red Rocks in Colorado
  • Travel the world

Community participation

  • Big Brothers and Big Sisters in Pueblo, CO
  • The Downtown Association in Pueblo, CO
  • PEDCO
  • Pueblo Chamber of Commerce
  • Latino Chamber of Commerce