Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Financial Education
Languages: English, Spanish
I am a Wealth Management Advisor with MassMutual South Texas. My primary focuses are the Hispanic market, business owners, physicians and independent professionals. As an advisor, I assist my clients in retirement planning, tax mitigation and advanced
business strategies aimed at providing an integrated portfolio that includes insurance strategies focused on helping to maximize value over the course of their lifetime. Prior to joining MassMutual South Texas, I worked in the banking industry for eight years including roles as Treasury Management Officer, Business/Personal Banker and International Foreign Exchange Officer. I was born in El Paso, Texas but grew up in Ciudad Juarez, Mexico. I graduated from the University of Texas at El Paso with a BBA in Finance and Economics and a Master’s degree in Finance (MSF) from Tecnologico de Monterrey, Campus Ciudad Juarez, Chihuahua, Mexico.
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5812 Cromo Drive
El Paso, TX 79912