Insurance Strategies, Business Owners, Retirement Income Planning, Risk Management Strategies, Financial Education
English, Spanish
I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
College of the Siskiyous (2014-2016)
Basketball
Golf
Gym
Bend Emerging Talent
Central Oregon Latino Partnership Program