Developing a strategic road map to any goal is the single most important aspect of achieving it. Since 1922, Edward Jones has partnered with their clients to understand and map out their financial goals by:

1. Understanding what's important to you.
2. Using a structured process to build personalized strategies to help meet your financial goals
3. Partner with you over time to help you stay on track with your financial goals

I am a bilingual (fluent in English and Spanish) Edward Jones financial advisor in Dallas, TX and my objective is to partner with individuals, families and businesses to recognize what is important to them today and in the years to come, understand the level of risk they feel comfortable accepting when investing and develop a personalized road map to help them achieve their financial goals. During this process, we will have conversations about any adequate changes and celebrate the progress achieved towards those goals.

Prior to joining Edward Jones, I spent over 25 years in commercial finance providing working capital solutions for businesses and have an understanding of the importance of cash flow as well as the importance of saving what you have earned with great effort, perseverance and commitment.

Throughout my career, helping others has been an integral part of who I am. Achieving financial stability is dependent on developing a strategy / purpose with the money you earn rather than on the amount of money you make. If you have saved or have started saving, yet creating purpose for such savings and planning for your financial future is not yet in motion, we are here for you.

Outside of work, I get to spend time with my lovely wife, two wonderful daughters and the rescued boxers we have had a chance to save (always wondering, who rescued who?). We also enjoy spending time with friends and volunteering in the community or at our church. I really enjoy tennis, collecting antiques and spending time near the ocean.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • New Investors
  • College Savings
  • Retirement Savings Strategies
  • Hispanic Family Finances

My Personal Interests

  • Traveling
  • Woodworking
  • Antiquing
  • Animal Rescue
  • Tennis

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat 08:00AM - 02:00PM
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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