Welcome to Iron Oaks Wealth Advisors, where we cultivate your financial aspirations, helping them grow strong and resilient. Our personalized wealth management solutions are designed to prioritize your unique goals while emphasizing the importance of solid relationships and a deep understanding of what matters to you.
Our experienced team collaborates to develop strategies that adapt to the ever-changing financial landscape, keeping you informed and empowered every step of the way. Whether you're planning for retirement, managing investments, or navigating estate planning. We're here as your unwavering partners in growth.
Mission Statement: Help Instill Comfort for Lifetimes & Generations
Core Values:Help First | Be Reliable | Be Professional | Be Gritty | Cause Joy
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I was born and raised in Roswell, GA. I later attended Auburn University, where I earned my Bachelor of Science in Business Administration and built a strong foundation for my career.
I grew up in Dunwoody, GA and graduated from Georgia State University with a degree in Business Administration with a minor in Accounting. My wife, Debra, and I have been married for 21 years and are proud parents to our son, Fletcher. My passion for baseball includes ten years of coaching, being a huge Braves fan, and watching my son play on the Collins Hill High School team.
I am originally from New Jersey, raised in New York City and come from Cuban and Puerto Rican descent. I attended two institutions of higher education: Ramapoo University for one year and subsequently American Intercontinental University (AIU), where I received a Master's degree in Business Administration with a specialization in Human Resources.
Hobbies: Traveling & Exploring different cultures.
Certified Notary
Fluent in Spanish
The youngest of seven children of immigrant parents from Scotland. I grew up in Torrance, CA, and graduated with a Bachelor of Science in Psychology from UCLA. My career in finance first began at a Fortune 500 Merchant Services Company as a Platinum Relationship Manager here in Atlanta in 2000. After 10 years there, I transitioned to Ameriprise as a Operation Manager. In 2024, my career led me to Iron Oaks Wealth Advisors
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