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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Insurance
  • Small Business
  • Business Retirement Plans
  • Family Finances

Education

  • Bachelor of Science, Engineering, The University of Texas El Paso

Previous experience

  • LPL FINANCIAL LLC, 08/2018 - 12/2021
  • ADVISOR RESOURCE COUNCIL, 08/2018 - 01/2020
  • EDWARD JONES, 11/2013 - 08/2018
  • MML INVESTORS SERVICES, LLC, 08/2010 - 11/2013
  • WAMU INVESTMENTS, INC., 07/2008 - 03/2009

Community participation

  • Associated Builders and Contractors, Board of Directors; 1995 -1997
  • Tarrant County Workforce Development Board, 1999 -2004; Chairmanof the Board 2003
  • Southeast Dallas Hispanic Chamber of Commerce, Board ofDirectors; 2011 – 2013
  • Greater Dallas Hispanic Chamber of Commerce, Board of Directors;2013 – 2016
  • Hispanic Women’s Network Dallas Chapter, 2010 – Present
  • Lone Star Desk & Derrick Club of Dallas; 2018 – Present, Member.
  • Lone Star Desk & Derrick Club of Dallas; Director of Education 2020 -2022

My photos

5 albums
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