As a financial advisor who focuses on families, I enjoy getting to know my clients and their families so that I can understand what's truly important to them. I enjoy building relationships and earning trust. My goal is to provide comprehensive wealth services to families who want to build and protect what's most important to them. I want my clients to know where they stand in terms of reaching their personal goals, and I enjoy simplifying sometimes complex financial concepts.

I am married and have three children, two in college, so I understand the need to save for ourselves while supporting our children's ambitions.

I am actively involved in our community and sit on several boards. I enjoy leading, mentoring and working to build a better community and am passionate about volunteering my time and efforts to do so.

My branch team includes branch office administrator Norma Morales and myself. Together, our goal is to take care of our clients and truly get to know them. They are very important to us, and we make sure they know they can count on us.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Traveling
  • Volunteering
  • Spending Time with Family
  • Art Museums

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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