Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Investments
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Business Administration, (Economics), University of Nevada, Las Vegas, NV

Awards & recognition

  • Carlson, Denison & Associates, Ameriprise Client Experience Award, 2020-2021

Interests

As a first generation Hispanic American, I was born and raised in Las Vegas, NV.  Reef keeping is a beloved pastime and when time permits, adventure calls me to view gorgeous reefs up close through snorkeling and scuba diving sessions. Watching an intense mixed martial arts match or cheering on various boxing weight classes are favorite hobbies of mine.