Knowledge is key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I attended the University Of Texas at San Antonio where I made the Dean’s and President’s list several times and graduated Cum Laude in 2009 with a Bachelor’s in Marketing. I’ve obtained my FINRA 6 & 63 registrations and Group 1 licenses. I learned Spanish when I studied abroad in Spain. One of my passions is traveling and I am proud to have visited over 13 countries and 15 states. Working with computers is a fun hobby for this native Texan born in Austin and raised in San Antonio. Most importantly, I enjoy spending time with my family and friends.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies