About me

Hola, I’m Luis! I was born in San Luis Río Colorado, Sonora, México, and moved to Yuma, Arizona, during my freshman year of high school. I’m proud of my roots, and I’m passionate about empowering my community—especially the Latino community—through financial education and support.

I’m currently pursuing a Bachelor’s degree in Business Administration with an emphasis in Global Business at Northern Arizona University–Yuma Campus, along with a Certificate in Accounting and Finance. My background in higher education, with over eight years of experience and three years as an academic advisor, taught me the importance of guidance, trust, and representation. That’s what I bring into my work as a financial representative today.

Whether you’re just getting started with your finances, planning for the future, or looking for someone you can trust to guide you through the process—I’m here for you. My mission is to make financial tools and knowledge more accessible, especially to our Spanish-speaking and Latino communities. We deserve to thrive, and I want to be part of that journey with you.

Outside of work, I love playing chess, traveling, dancing, and connecting with people from all walks of life. Let’s build something great together.

Let’s connect – whether you have questions, want to learn more about financial planning, or just want to chat, I’d love to hear from you!

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

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.

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.

Beads of Courage logo

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