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
5
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™

Education

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

Awards & recognition

  • Carlson, Denison & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Carlson, Denison & Associates, Ameriprise Client Experience Award, 2020-2023

Honored to be recognized in Forbes

All of us at Carlson, Denison & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Carlson, Denison & Associates team and the great experience we work so hard to provide for our clients every day.

Community participation

Carlson, Denison & Associates - Community participation photo

On Thursday, May 25, the team headed to Three Square to volunteer by helping pack lunches for food insecure children.

Through our efforts, the team helped sanitize 2,000 bins that will hold 50,000 Kid Cafe Meals headed out to children who are food insecure and hungry in our community.

If you are interested in volunteering, please reach out to Three Square for more information.

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.