I’m a graduate of Maastricht University in the Netherlands with a degree in International Business, a Registered Financial Advisor and a Registered Investment Advisor. I’m also a member of the Financial Planning Association, an Accredited Asset Management Specialist (AAMS®), and I hold General Securities Series 7, Series 63, and Series 66 Licenses, as well as being licensed in Life and Health Insurance. I’m also a member of the Rio Grande Valley Estate Planning Council.
As important as the right credentials are, however, it’s the more than 10 years of day-to-day work in the financial industry that have enabled me to hone the ability to take difficult concepts from the financial world, and explain them in simple terms. My goal is to help you to understand your entire financial situation so that you’re equipped to make solid decisions — decisions that will set you up to not only survive the current crisis, but to thrive all the way to retirement security in the future.
My life and reputation are firmly planted in our community. The Valley is my home. I’m honored to serve as Chairman of the Brownsville Chamber of Commerce, and I’m an active member and Past President of the North Brownsville Rotary Club. My business relies on long-term relationships and strong referrals from satisfied clients.
But here is perhaps the most comforting thing I can offer to you …
I am a divorce survivor. I’ve sat where you are now, and my experience became the motivation for me to take all the additional training required to become a Certified Divorce Financial Analyst® (CDFA™). I’m passionate about helping others who are going through the nightmare of divorce to avoid all the financial obstacles and pitfalls along the way.
If you’re ready to get started, contact me right now. I look forward to hearing from you.
If you’d like to know more about how the process works, visit the Frequently Asked Questions page.