Advisor profile


What you can expect when you work with me

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.

Get started
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Investments
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA in Business Economics, Wheaton College, 1989-2002

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Financial IQ Partners, Ameriprise Client Experience Award, 2020-2022

Community participation

We volunteer at Feed My Starving Children in Aurora to fight hunger in our community.

Interests

I am happily married to my wife Julie and we have two kids, Grace and Austin.

I was born in Mexico City to my Father (a US citizen) and my mother (a Brazilian citizen). I carry 3 passports - U.S., Brazil, and Mexico. I speak fluent Spanish, and conversational Portuguese.

On weekends, you will find me spending time with church friends, spending quality time with family or doing home repairs, maintenance, and upgrades (I own and manage a few homes and enjoy real estate investing).