Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Group Benefits, Business Succession Planning, Estate Planning, Financial Education
Languages: English, Spanish
Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. 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.
I attended the University of Texas Pan American in Edinburg, Texas where I studied International Business. I also studied Business Management and Finance with the University of Phoenix. I have 8 years’ experience in the financial services industry. I have an amazing wife, and we also have sweet-evil cat. I like to stay active in my community. I’m a member of a Masterminds club for critical thinkers, the Kiwanis Club assisting the youth to attend college, and the local Hispanic Chamber of Commerce. I enjoy reading personal development books, and as a hobby I like to collect colognes.
UT Pan American (2010)
University of Phoenix (2014)
Affiliations & Memberships
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3400 N. McColl Rd. Ste F30
McAllen, TX 78501