Personal

Bo is originally from Guatemala, Central America. He moved to the United States in 1978 and became an American citizen a few years later. Bo is married to his lovely wife, Maritzabel, and they have three adult children, Elmer, Ricardo, and Cindy. Bo and Maritzabel have two beautiful grandchildren, Abigail and Hannah.

In his spare time, Bo enjoys traveling with his wife, cooking and eating together as a family, as well as, reading (especially his Bible) and assisting his family with their needs. He is an avid soccer fan and was successful in reaching a couple of championship games when he used to play.  

In the community, Bo and his wife are involved members of Gateway Church at the Dallas campus location. They are also supporters of a foundation "A Los Ninos con Amor" ("To Kids with Love") that is based out of Dallas. Their mission is to provide shoes and school supplies to kids in Guatemala in low income areas. They hope to expand and assist with meeting the nutritional needs and medical needs for the children.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Professional

As a business owner for most of his life, Bo is aware of the financial challenges associated with building a successful business and the importance of raising and caring for families; and he brings that insight to his integrated planning process. Bo is a seasoned representative in managing the financial wellness of business owners and positioning their businesses and families to create and accumulate wealth in a tax efficient way.

Bo works hard at building long-lasting relationships as he helps clients prepare for a secure financial future. He's committed to providing world-class insurance products and internationally recognized investment services, adding value through his knowledge and experience.

Bo holds his license in life, health, annuity and long-term care as well as his Series 6 & 63 security licenses.

Associations & Memberships

NAIFA

The National Association of Insurance and Financial Advisors (NAIFA) is a group of 70,000 professional advisors in promoting ethical and sound business skills. NAIFA is a national nonprofit organization representing insurance and financial advisors nationwide through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Garland Chamber of Commerce

The function of the Chamber is to serve as a catalyst - a vehicle that brings all of the parts together, in order for business people to work in a coordinated effort for the common goals of the community. The Chamber works with our Members, the CIry, the School District and other organizations to ensure that Garland remains economically viable.

Education

Latin America University of San Carlos, Guatemala (Bachelor of Science)

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline