My passion as a financial advisor stems from my grandfather's struggle as a Cuban American. As a child, I enjoyed listening to my grandfather tell stories about the trials and tribulations he faced after migrating to America. As I got older, I realized that it was my responsibility to help people in minority groups, such as my grandfather, achieve their financial goals.
Born and raised in Albuquerque, New Mexico, I am deeply involved in the community, with a focus on empowering LGBT-plus individuals in finance. There are many financial obstacles that people in the LGBT-plus community face, such as adoption, and I have made it my mission in life to help these individuals realize those goals.
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Everyone's long-term financial goals are unique, and I recognize the value in building a tailored financial strategy that is in line with those goals. In building a long-term financial strategy, I help my clients understand where they are today, and the steps they need to take to get where they want to be in the future.
On a personal note, my husband of two years, Luke, and I have adopted three dogs, Kodak, Lola and Harper. We spend most of our time giving back to the community, traveling, skiing and showing horses.
I attended Eastern New Mexico University on a track scholarship. After college, I started my career in finance at Merrill Lynch where I earned my series 7, series 66 and insurance licenses. I joined the Edward Jones family in January of 2020.
I welcome the opportunity to learn about you and your financial priorities. If you have questions about your strategy or about specific financial products, contact us. It all starts with a conversation - let's visit.
- LGBT Finances
- Hispanic Family Finances
- Divorce Finances
- Domestic Partner Finances
- Socially Conscious Investing
- Entrepreneurs & Business Owners
My Personal Interests
- Community Outreach
- Horseback Riding
Office Address240 S Camino Del Pueblo Ste B
Bernalillo, NM 87004
Phone NumberLucas Romero at (505) 867-9635
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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