I'm a financial advisor based in El Paso, Texas, with 19 years of experience in the financial services industry, including over a decade as a licensed financial advisor helping individuals, families, business owners, physicians, executives, and retirees navigate life's important financial decisions, . Fluent in English and Spanish, I specialize in wealth management, retirement planning, estate planning strategies, investment management, and tax-aware financial strategies, with extensive experience serving cross-border families throughout the U.S.–Mexico Borderplex.
Since beginning my career in financial services in 2007, I've developed expertise in investment strategy, portfolio management, customized wealth management, and comprehensive financial planning. My institutional background, combined with years of advising clients directly, allows me to simplify complex financial issues and create personalized strategies tailored to each client's goals, values, and stage of life.
As a Certified Estate Planner (CEP®), I believe successful wealth management extends beyond investment performance. My planning process integrates investment management with retirement planning, estate planning strategies, tax-efficient investing, business succession planning, risk management, and multigenerational wealth transfer to help clients build, preserve, and transfer wealth with confidence.
I'm committed to providing objective, personalized advice and building long-term relationships based on trust, transparency, and thoughtful planning. I believe every financial decision should support a broader life strategy, giving my clients the clarity and confidence to make informed decisions for themselves, their families, and future generations.
I'm a graduate of The University of Texas at El Paso with bachelor's degrees in Finance and International Business, and I'm deeply committed to the El Paso community. I serve on the Board of Directors for Goodwill Industries and am an active member of the El Paso Estate Planning Council, working alongside attorneys, CPAs, and trust professionals to deliver coordinated planning solutions designed to help clients pursue lasting financial confidence.
Whether I'm guiding families toward retirement, helping business owners prepare for succession, or assisting professionals in building long-term wealth, my mission remains the same: to simplify complexity and help every client make confident financial decisions through personalized, advice.