Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Estate Planning
Languages: English, Spanish
Preparing for the next step in life isn’t always easy. 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.
My previous experience includes being a registered representative for BBVA Compass and Chase Bank and a Commercial Banker for Chase Bank and Wells Fargo. I received a Bachelor of Art degree in International Studies in Business at Texas State University in San Marcos. I met my wife, Brianna, while attending Texas State. We have 2 children. My son, Vincent, is an 8-year-old cub scout, science and building enthusiast consisting of Legos and Minecraft.
My daughter Analeah is 5, she loves to dance, sing and loves art. My wife, Brianna, is an IT Business Analyst and studied at Texas State University and holds a Masters’ in Health Information Management. She is a dedicated mother, wife and loves the beach, dancing, movies and spending time with family and friends. We both love spending time with family and friends. I love the beach and being active with sports, physical fitness, hunting, off-roading and movies.
Texas State University
813 N Main Street Suite 301
McAllen, TX 78501