Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
tirement or the succession of your business, or whether you’re simply looking for a comprehensive financial plan that enables you to organize your financial needs in a simple yet understandable way , I promise you a new level of attention, insight and capability.
I have various years of experience working with leading companies and professionals in optimizing business results and increasing profitability. As a Registered Financial Advisor, I have been able to match clients’ needs and goals with both the instruments and financial strategies designed to achieve them.
At Mass Mutual, I have been honored with recognitions such as Rising Leaders, Leaders Conference and Disability Income Master. Furthermore, I have been given the responsibility of acting as our Agency Representative to the Mass Mutual Agents Association.
Prior to working at MassMutual, I was a financial consultant and auditor working for local firms aiding businesses in managing and optimizing both their business (small and medium size businesses as well as multinational corporations) processes as well as their bottom line and sustainability.
I have a Bachelor’s Degree in International Relations with a concentration in Finance and Economics from St. Mary’s University in San Antonio, Texas. In addition, I obtained a Graduate Certificate from American University in Washington, DC in the area of institutional and development economics.
I am member of the National Association of Insurance Agents and Financial Advisors (NAIFA). Also partake in Extra Life Program of the San Jorge Children’s Hospital (part of the Children’s Miracle Network Hospitals).
Area(s) of Focus
- Insurance Strategies
- Investment Strategies