Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63 & 65
  • Life & Health Insurance

Education

  • Bachelor of Business Administration, 1997, Texas A&M University, College Station

Interests

  • Watching or attending any and all Texas A&M sporting events
  • Houston Texans, Houston Rockets, and Houston Astros fanatic
  • Golf
  • Fishing
  • Softball
  • Travel with my wife, Rosie, and our three children, Sofia and Gianna, and Luis Andres
  • Attending our daughters' extra-curricular activities such as ballet and gymnastics
  • Camping and relaxing in the mountains

Community participation

  • Treasurer, El Paso Texas A&M Club, 2011-2012
  • Social Chair, El Paso Texas A&M Club, 2006-2010
  • Texas A&M Muster Committee
  • Texas A&M Endowment Scholarship Committee
  • Children's Miracle Network Hospitals Participant
  • Member, Saint Luke's Catholic Church

Professional associations

  • Texas A&M University Alumni