Three reasons I believe we should build wealth: to spend it, live generously and build a better family tree. The last one impacts me because my mom immigrated in 2003 for that reason. Having four young children, we learned to live frugally and adapted to society. However, it just wasn't enough to prepare us for what's to come five years later.

The 2008 Great Recession devastated millions of families like mine. Many uncertainties crept in regard to finances. That is when a financial advisor reached out to ask if someone had our best interest. That began my relationship with the firm called Edward Jones.

In our first meeting, we will have a casual conversation about what is most important to you and the goals that you want to achieve in your life. If we feel that this will be a good partnership, we will continue to meet and create financial strategies that fit your needs.

When I am not at the office, I love spending time with my family. We like to go to the gym in the morning and watch Netflix at night! One of the better nights is when we order pizza and a movie!

Understanding the value of preparing for long-term goals, I want to help other families that want a better future for themselves. It can be intimidating, but all I ask is your openness to discuss this topic for the sake of your family. I want to get to know more about you and your family so that I can be of value to the ones you love. Thank you for letting me introduce myself to you.

Focus areas

  • New Investors
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Charitable Giving
  • Wealth Strategies

My Personal Interests

  • Football
  • Movies & Entertainment
  • Music
  • Pets
  • Volunteering

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 - 05:00PM
Sun Closed

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