I am a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ for The Piedmont Group. My passion for financial planning began at an early age when my family and community in Puerto Rico were severely devastated by Hurricane Maria. This tragic incident motivated me to become educated in the financial services industry so that I could educate clients in a fiduciary manner as well as help them work toward reaching their financial goals. I specialize in building relationships with clients to fully understand and construct a confident financial plan so that they are prepared when the unexpected occurs.

Raised in Atlanta, GA, I hold a bachelor’s degree in Financial Planning from the University of Georgia, receiving academic scholarships. I enjoy playing golf and basketball, traveling, and spending time with my family.

I am licensed to sell insurance in GA, SC, and FL. I am licensed to sell securities in GA, PR, WI, IA, OK, TN, FL, MA, and SC. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investor Services, LLC, member SIPC. Supervisory address: 1050 Crown Pointe Pkwy Suite 1800 Atlanta, GA 30338.

Securities Licenses: Series 7, Series 66

Education

University of Georgia (2015-2019)

Hobbies

Basketball
golf
music
spending time with my family.

Affiliations & Memberships

Member of the Financial Industry Regulatory Authority, Inc, (FINRA)
CERTIFIED FINANCIAL PLANNER™