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 grew up in West Tennessee near Memphis Area and moved to Georgia in 1982. I started working in the financial industry in 2001 as an Operations Assistant. I have been with Ameriprise since 2015.
Series 7
Series 66
Insurance Licensed
Certified Notary
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.
Fluent in Spanish
I grew up in South Carolina and graduated from the University of South Carolina, Rockhill.
I hold a degree in Psychology from Auburn University, where I also played college baseball. I am passionate about sports and the outdoors and being an active participant in my community through North Metro Church in Kennesaw. As a dedicated father of two wonderful daughters, Ayla (14) and Emmie (8), I value family time and enjoy monthly gatherings with my extended family in Cobb County.
I'm a Georgia native from Acworth and a proud graduate from College of Charlston. I have a passion for traveling, reading and exploring new perspectives through podcasts.
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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