Focus: Insurance Strategies, Business Owners, Retirement Strategies, College Funding Strategies, Group Benefits, Charitable Giving, Business Succession Planning, Estate Planning, Financial Education
Languages: English, Portuguese, 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 graduated from UT Austin in 1986 with a Bachelor of Administration in Economics. Upon graduation, I was financial advisor in California with Soares Financialo. After returning to Texas, I worked for Grant Thornton International accounting firm, completing corporate and individual tax returns and audits. Recently, I ran the tax department for a financial planner in Michigan. I enjoyed giving tax seminars and was a permanent host on a local retirement and financial planning radio show. I am an advocate for Financial Literacy Education for women and children. After living 15 years in Mexico and Brazil, I recently moved back home to San Antonio from Michigan to be closer to family. After much research, I chose to work with MassMutual because of its history of leadership in dividend payout and its excellent customer service. I enjoy the beautiful weather in Texas by golfing, hiking and scuba diving. I also enjoy listening to live bands, dancing and volunteering with non-profits in the area.
10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157