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
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I grew up in Doylestown, Pennsylvania. I graduated from Temple University, and as the oldest of three siblings, I've always embraced responsibility and leadership. I'm an avid reader and a big fan of both soccer and basketball.
I was born and raised in Decatur, GA, and after losing my parents at a young age, I built a successful 30-year career in banking, culminating in a role as SVP at Bank of America, before transitioning to a Marketing Manager position at UPS. I have two grown sons and two wonderful grandchildren.
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
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.
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.
Let's meet to discuss what's most important to you.
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