Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Estate Planning, Financial Education
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.
I attended St. Mary’s University in San Antonio, Texas with a focus in International Business, Human Resources and English. I have several years’ experience in education, human resources and training and over 10 years’ experience in the financial services industry. I worked several years for the Knights of Columbus in Houston as a Field Agent and then as a General Agent for South Texas serving communities in and around Corpus Christi, Brownsville and Laredo. I then worked for Modern Woodmen of American before establishing an office in Corpus Christi with MassMutual South Texas. I have been married since 2008 and have 3 children. I am very involved with the Knights of Columbus and the Equestrian Order of the Holy Sepulchre of Jerusalem. I enjoy traveling, admiring architecture and cooking.
St. Mary's University
Affiliations & Memberships
National Association of Fraternal Insurance Counselors
General Agents Management Association
Society for Human Resources Management
Houston Hispanic Forum
Knights of Columbus
Equestrian Order of the Holy Sepulchre
Check the background of this investment professional on FINRA’s BrokerCheck
802 N. Carancahua Street Ste 1350
Corpus Christi, TX 78401