Welcome to my Website!
With over 10 years of experience in the insurance and financial services industry, I've grasped the importance of planning ahead instead of leaving life up to chance. Through listening and understanding each individual and family's unique needs, I focus on offering proactive financial strategies to those who are going through transitional phases in life.
I also provide comprehensive and innovative solutions to business owners designed to help them protect their business, employees, and their lifestyle.
Here's how I can help:
Individual Planning Services
You want to be ready for what comes next in your life. Whether you're close to retirement or just starting out, I can help with a financial strategy that's tailored to fit your needs right now and going forward.
Getting married
Buying a home
Starting a family
Saving for college
Dealing with divorce
Living in retirement
Maximizing retirement contributions
Eliminating debt
Investing for the future
Reviewing investments
Income
Loved ones
Assets
Estate planning strategies
Charitable giving
Business Planning Services
Do you ever feel like advice often comes in a one-size-fits-all package? We know every business is different, so we start by getting to know your business and you first. Whether you're looking to protect what you've built, retain top talent or recruit new employees, we've got you covered.
After all, it's more than just a business. It's personal. And that's why we go beyond the basics to create a plan that covers what matters most to you.
Business transfer strategies
Key person protection
Business protection
Retirement plans
Group benefits
Key employee benefits
Business owner strategies
Disability income protection
Legacy and estate planning
Education & Credentials
FINRA Series 7 & 66 securities registrations
Life, Accident, Health, & Variable Annuity Licenses.
Fluent in speaking, writing, and reading Spanish
About Me
Member of NAIFA – National Association of Insurance and Financial Advisors.
2023 Court of the Table¹- Member of the Million Dollar Round Table²
My interests include jigsaw puzzles, reading, and spending quality time with my three boys, Nicholas, Adrian, & Christian. My core values are duty, honesty, persistence, stability, and integrity in everything that I do.
¹Applicants must continue to submit proof of production by a certifying letter until achieving 10 years membership for Court of the Table.
²Annual membership demonstrates qualifying production and meeting minimum production levels and paying annual dues. Qualification should not be perceived as a recommendation or an endorsement of services. https://www.mdrt.org/join/member-requirements/