Focus: Insurance Strategies, Business Owners, Charitable Giving, College Funding Strategies, Group Benefits, Financial Education, Estate Planning, Risk Management Strategies, Retirement Income Planning, Student Loan Refinancing
Languages: English, Spanish
Preparing for the next step in life isn't always easy. With my combination of experience and professionalissm, I am dedicated to provide total financial needs analysis through a netowrk of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
My goal is to know each client so that I can understand their individual needs and what matters most to them, their current financial situation and help: 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.
Knowledge is the key to a successful financial future. I am a firm believer that education and financial inclusion, in our multicultural country, are fundamental pillars for the development and growth of any society. If we make better economic decisions, we can creat prosperity and well-being for ourselves, our families, our businesses and our community.
With this in mind, I seve on the Board of Directors of the Latino Chamber of Boulder County, Commisioner of Alianza as part of the City of Thornton, and as a facilitator for Hispanic Chamber of Commerece Leads Group. In addition, I volunteer on Junior Acheivement Rocky Mountain Division.
I am Licensed to sell insurance in CO, NM and TX.
Languages: Spanish and English
Hobbies: I like to hike and snowbaord the Colorado mountains. I enjoy attending cultural events around the city, as well as spend quality time with my extended family.
4600 S Ulster St Suite 1200
Denver, CO 80237