I believe that with the right information and a trusted partner, people make better financial decisions and have a more secure financial future that can impact their family for generations.

I have been working with families and business owners for over 18 years. I chose to work with individual investors because I enjoy building relationships with my clients who trust me to be their family's financial advisor. We focus on your goals, your ambitions and what is most important to you. I will provide professional and thoughtful advice to help meet your needs. I use an established process to help keep you on top of your financial goals and regular scheduled check-ins to adjust when needed.

I am originally from McAllen, Texas, and graduated from the University of Texas at Austin. I have a Certificate in Financial Planning from the University of Texas at Austin. I am privileged to have worked with Edward Jones as a financial advisor since 2005. I am a CFP® professional.

My team includes Norma Morales, my Sr. Branch Office Administrator who has served our clients for over five years. She is a marathon runner and has a daughter and two dogs. Rogelio Morales, Branch Office Administrator, graduated from UTRGV and is a recent addition to our team. He has lived in four counties. We are all fluent in English and Spanish. Together, we help make working with us simple and efficient, by communicating with you personally, whether you are sitting across the desk or across the country. We have advanced technology for those who need efficient access to account information and want to meet with us over web conferencing. If you prefer low technology, we can meet face to face or over the phone.

I am married to Raymond Moreno and together, we have three adult children. I understand the need to save for ourselves while supporting our children's ambitions. I love to travel, entertain and love visiting museums and volunteering to make our community a better place.

I serve on several community boards. I am a past president of the Junior League of McAllen (2018-19) and a current trustee of the International Museum of Arts and Sciences. In addition, I have held multiple key leadership roles at Edward Jones. My professional organizations including the Rio Grande Valley Estate Planning Council and the Organization of Women's Executives.

Focus areas

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

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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