Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Financial Education
English, Spanish
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, and more importantly, future needs.
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck
Portland State University , Business Management / Finance
Working out with my family, live music, basketball, soccer, salsa dancing and watching my son play sports.
Cafe Platicas