Preparing for retirement is like a cross-country journey. While it may seem like a long distance to cover, it starts with the first step of determining where you are today and where you want to be. Only then can you develop a strategy designed to help you achieve your long-term goals. Having served in the Army for 12 years, I understand the importance of proper planning.

As a longtime Chicago resident and an active member of the Garfield Ridge Chamber of Commerce, you can rely on someone local who understands the needs and challenges that this community faces. My focus is helping families prepare for retirement, college or that next big purchase. I have an extensive background in higher education and graduated with a Bachelor of Science from Western Illinois University and an MBA from Robert Morris University.

In my spare time, I love to build home theatres and arcades. I am an active alumni member for my fraternity, Lambda Theta Phi Latin Fraternity Inc. I have an amazing wife by the name of Yazil, and I have two puppies who are both rescues, named Buddy and Marley. In the past, I have been involved with helping CPD by providing them with the appropriate PPE, I have also been involved with donations of books, crafts and crayons and restocking Little Libraries around my community.

As a former director of a university, I am very familiar with the cost of living and attending college. Using my knowledge of strategizing and understanding your goals, we will work together to create a holistic strategy that can help us to measure, track and stay on path to reach your financial goals. I look forward to learning more about you!

Focus areas

  • Business Retirement Plans
  • College Savings
  • Hispanic Family Finances
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Bowling
  • Chess
  • Community Outreach
  • Real Estate
  • Spending Time with Family

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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