I was born in Querétaro, México and raised in Phoenix, AZ, making me not only bilingual but more importantly bicultural. With a strong understating behind both the American and Hispanic cultures, I can connect with both sides when it comes to values, traditions, beliefs and their decision-making process.

Knowledge is the key to a successful financial future. 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.

Define your personal financial goals
Develop a financial strategy that can help you achieve these goals
Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
Implement your strategy with products and services that help meet your needs.

My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.