My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • I am an avid golfer and bowler
  • like listening to the music of the 50s, 60s and 70s, ballads, country and lite jazz

Community Participation

  • My community volunteer work revolves around my church Holy Family Parish Community in Inverness where I am an Usher, Eucharistic Minister, a Co-Leader of the Job Support Group Ministry since 1991 (we help the unemployed and under employed find meaningful employment) and a member of the Hospitality Ministry and Co-Leader of the Multi-Cultural Ministry.
    I am also a volunteer member of the Chicago Archdiocese Pastoral Council and Catholic Education Committee.
20
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Family Finances
  • Saving for Education
  • Insurance
  • Cash Flow Management Strategies

Awards & Recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016

Education

  • Bachelor Of Arts General Studies Ateneo De Manila University 1972

Previous Experience

  • Citi Group/Smith Barney Financial Advisor/Guided Portfolio Manager, 1999-2009

My Videos(5 videos)

View All Videos