Advisor profile


My approach

Your financial goals are individual, 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, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Family Finances
  • Insurance
  • Investments
  • Wealth Preservation Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • St. Mary's University BBA
  • University of Texas at San Antonio MBA

Awards & recognition

  • Five Star Wealth Manager, 2013

Professional associations

  • San Antonio Hispanic Chamber Of Commerce