My career as a financial advisor began because of the high level of personal service I received from Edward Jones as they helped with the 401K for the company that I owned. I knew that I wanted to be a part of a company that was truly client centered and cared deeply about building and growing relationships.

Having worked as budget and material analysts, procurement agent and director, as well as owning a business, the experience I gained working in both North and South America helped grow my understanding of fiscal and monetary policies and how they impact day-to-day business both locally and internationally. This background in economics helps me to customize a financial strategy to my clients' unique situations.

I am fulfilled every day as I meet one-on-one with clients to fully understand their current financial situations and what is important to them so that we can partner together to develop a systematic, personalized approach to meet their short- and long-term goals. My goal is to always act in the interest of my clients.

Fluent in Spanish, I enjoy working with clients in the Hispanic community. As a former business owner, I love helping other small business owners who want to invest through their company. I especially take pleasure in working with individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or leaving a legacy.

I delight in giving back to the community that I love by working with and sitting on a number of local boards including the Madison Chamber of Commerce, the Alzheimer's Association and the Hispanic Business Alliance. I am excited to serve as the diversity inclusion leader for our Edward Jones region.

My Branch Office Administrator, Rachel Neeley, and I strive to treat every person with kindness. If you don't have a financial strategy, I offer complimentary consultations. Let's start the conversation.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Tennis

Office Information

Office Address

8097 Madison Blvd Ste 101 Madison, AL 35758

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Weekends

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More