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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Saving for Education
  • Family Finances
  • Investments
  • Insurance
  • Retirement Income Strategies

Education

  • B.S. Organizational Management & Leadership, Capella University

Community participation

  • American Culinary Federation, past member
  • The Food & Beverage Association of America
  • Latin Scholarship Fund Inc. | Financial support for Latin studies

Interests

Spending time with wife, Michelle our kids, Noelle, Tyler & Carly, and our Chiweenie, Ziggy.

Relish in my Latino culture.

Military family. Our son, Tyler is currently serving in the military.

Motorcycle enthusiast; customizing my Indian Motorcycle.

Experiencing different foods & wine is a passion of mine.