When you work with our financial advice team in Atlanta, GA, you receive personalized guidance tailored to your unique financial goals. Our team specializes in wealth management, retirement planning, estate planning, tax strategies, and a comprehensive financial planning approach designed to evolve with your needs. We maintain proactive communication to keep you informed about market trends and opportunities, helping to ensure your financial plan remains aligned with your goals.
At Iron Oaks Wealth Advisors in Buckhead Atlanta, GA, we prioritize building long-term relationships with our clients. We support you through life’s transitions with customized solutions that address your specific circumstances. Our commitment to delivering a client-centered experience exceeds expectations, empowering you to make more confident financial decisions as part of our dedicated team approach.
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I was born and raised in Roswell, GA. I attended and graduated from Auburn University with a Bachelor of Science in Business Administration.
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
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
The youngest of seven children of immigrant parents from Scotland. I grew up in Torrance, CA, and graduated with a Bachelor of Science in Psychology from UCLA. My career in finance first began at a Fortune 500 Merchant Services Company as a Platinum Relationship Manager here in Atlanta in 2000. After 10 years there, I transitioned to Ameriprise as a Operation Manager. In 2024, my career led me to Iron Oaks Wealth Advisors
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