Insurance Strategies, Business Owners, Military, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
English, Spanish
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for every client.
MM202611-311872
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Community Connections
Santos Soccer Club
Latino Business Advisory Council (LBAC)
LatinoBuilt