Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in Retirement income solutions, estate strategies, employee benefit, retention services, and business continuation strategies.

Hobbies

Camping, fishing, paddle boarding, reading, college football, live music, spending time with familiy.

Affiliations & Memberships

Seedling Mentor, Greater Austin Hispanic Chamber of Commerce, National Black MBA Association - Austin

Community Involvement

Greater Austin Hispanic Chamber of Commerce
Austin Cosmopolitan Rotary Club
Mueller Neighborhood Association
Austin Area Urban League
Mentor, Seedling Mentor Program