I believe financial guidance should be accessible to everyone, regardless of where or how they are starting. I strive to make complex financial concepts easy to understand and create an environment where clients feel comfortable asking questions and taking an active role in their financial future.
I started working at age 16, and after putting in more than five years in the restaurant industry, I found my way into banking. During my time as a banker, I had a conversation with a Licensed Financial Consultant, and it sparked my interest in investing and financial planning. This inspired me to pursue a career in financial services where I completed the required licensing exams and began helping clients professionally in 2019.
I am especially passionate about helping people with modest incomes recognize what is possible through financial planning and disciplined saving. I am also committed to supporting Spanish-speaking individuals and families by helping them feel comfortable discussing their finances, understanding their options, and building greater financial confidence.
Outside of work, I enjoy volunteering alongside my wife through The Salvation Army and participating in local community events. I also enjoy golfing with friends and spending time with my wife and our two daughters, exploring new places and trying new activities together. I look forward to introducing them to the game of golf in the years ahead.
There is no assurance that any investment strategy will be successful, and an investment could lose money.