Helping you to make sense of investments is my goal. While it’s true that money can't always buy your happiness, it can ease stress and increase our freedom. When it comes to our relationship with money, we have choices. We can either believe that it's not important or we can take a deeper look to learn how to use our relationship with money to our advantage. This is where I can provide valuable advice by helping and empowering you to improve your quality of life and aligning your values and priorities toward your financial goals.

Growing up, during my years of college, I was a "book dealer". We did not have Amazon at the time and buying used books was a way to ease the cost of paying for education. At the end of each semester, I knew that I had to buy quality books and in good condition; books that could be valuable the following semester. Through discipline and patience, I built a reputation to the point that students came to me. With these relationships, I was able to help students to acquire quality books that fit their budget.

Who would believe that I would be using this skill later on in my life as a financial advisor? Today, I find many similarities between buying quality books and investing. You buy quality books or quality investments from someone you can trust.

Having directed operations for large corporations, as well as founding and running my own small business, I have a breadth of knowledge and experience at my disposal. I work closely with CPAs, estate planning attorneys and life insurance specialists to draw upon their expertise to execute the objectives we’ve created together.

Above all, I believe in taking a holistic approach to financial health that is rooted in investing the time it takes to learn and understand what is important to you, why you’re investing and what risk level you’re comfortable with. I deeply believe that the tailor-made approach I take should be as unique as you are. When charting your financial future, you need an advocate – someone who listens and ultimately understands what’s important to you. I will encourage you to ask all the questions needed to develop a personalized financial strategy that will help ensure the promotion of long-term growth and success. After all, planning shouldn’t be left to chance nor is it one size fits all.

Focus areas

  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Wealth Strategies
  • Insurance & Annuities
  • Hispanic Family Finances
  • Retirement Income Strategies

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

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