As a financial advisor, my goal is to create smart individualized financial strategies for business owners and those transitioning into retirement to achieve short-term and long-term financial goals. It is important for me to understand where you are now and how you have started planning your path, and through utilizing our established processes, I will partner with you to ensure you stay on track.

Prior to Edward Jones, I worked with Gersom Lehrman Group as a business development consultant, providing valuable insight and financial analysis of products and companies.

Outside of Edward Jones, I enjoy getting involved in the community, especially many organizations in the Triangle to build a vibrant culture and life for my family and those around us. Fluent in Spanish, I work with The North Carolina Society of Hispanic Professionals to create a better education for the Latino students in North Carolina. I also really enjoy working with great charities like Make a Wish Foundation to help those in need. Every year our branch has been a donation site for Toys for Tots because I believe in making sure each child has a reason to celebrate the holidays.

Aside from helping clients, my interests include: spending time with my family, pickleball, tennis, golf, staying active and reading. I live in downtown Cary with my wife, Emily and our daughter, Amelia.

Focus areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Tennis
  • Golfing
  • Traveling

Office Information

Office Address

1003 High House Rd Suite 104 Cary, NC 27513

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat Closed
Sun Closed

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