I have a background in consulting, business development and market research. I graduated from the University of Texas at Austin and hold a degree in chemical engineering and an MBA from University of Houston.

After being a client of Edward Jones for over nine years, I joined the firm as a financial advisor because I learned to appreciate helping people with investments as well as the firm's client-focused attention. Although I enjoy helping all clients, my targeted areas are business owners and independent contractors, who likely do not have the benefit of an employer-sponsored plan, as well as workplace retirement plans.

My clients focus on building their business while I focus on helping them achieve their financial goals. Additionally, given that I am fluent in Spanish, I welcome the opportunity to assist Hispanic clients who may be more comfortable with speaking their native language.

Besides getting to know my clients in such a way that I provide the most customized financial strategy for them, my other passions are travel, wine tasting and community outreach. As such, I currently serve on the board for a non-profit called Hands4Hope LA and support various other organizations.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Socially Conscious Investing
  • Special Needs Financial Considerations
  • Hispanic Family Finances
  • New Investors

My Personal Interests

  • News & Media
  • Traveling
  • Wine Collecting/Enthusiast
  • Art & Theater
  • Community Outreach

Office Information

Office Address

11835 West Olympic Boulevard Suite 210 Los Angeles, CA 90064

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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