Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Small Business

Education

  • University of Houston, BA Finance, 1989

Awards & recognition

  • Ameriprise Circle of Success, 2004-2017
  • Forbes Best-in-State Wealth Advisors, 2022-2024

Community participation

  • Holocaust Museum Houston, past board member
  • The Children's Fund Houston, past board member 2000-2005

Interests

Family, - my wife Carolina, and children Andrea and Alejandro.

Wine Making, Traveling, Fine Arts, Volunteer Work, Golf, Soccer.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.