Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Strategies, College Funding Strategies, Estate Planning
Jorge has always had a passion for helping others, whether it was teaching, coaching, or mentoring. A career in financial services allows the opportunity for him to develop close relationships with clients while looking out for their best interests. Jorge enjoys helping others become aware of ways to help secure their financial future. With so many possibilities and strategies to use, Jorge helps individuals and families navigate the different stages of life and what might make sense financially. “I want to make sure that a person’s money is working as hard for them as they did to earn it, while it helps secure their financial future and their family,” shares Jorge.
Graduating from the University of Wisconsin-Whitewater, Jorge holds a degree in accounting. Jorge and his wife reside in Delafield, Wisconsin, and have two children. Jorge and his wife are involved in worldwide marriage encounter (a marriage ministry that counsels married couples on weekend retreats). Jorge also coaches and competes in submission wrestling and Brazilian jujitsu, where he is currently ranked as a brown belt.
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N19 W24200 Riverwood Dr Suite 140
Waukesha, WI 53188