Breaking Barriers

I specialize in working with families, young professionals, and small businesses pioneer their way financially. I am passionate about empowering Mexican Americans to develop their businesses and cultivate smarter financial habits. Recognizing that many individuals in this community may not have received comprehensive financial education, I strive to bridge that gap by providing tailored guidance and support.

My background is deeply rooted in the values instilled in me by my parents. I was born and raised as a Mexican American in Thornton, Colorado. Seeing the hard work and hustle of the people in my community I always wondered what would be the best way to help them become more successful in a country with rules they didn't understand. 

I work closely with my clients to help them understand the fundamentals of financial management, from budgeting and saving to business planning. By offering practical advice and personalized strategies, I aim to equip entrepreneurs with the tools they need to grow their businesses successfully and help achieve financial stability. My mission is to foster a sense of financial literacy and confidence within the community, helping to ensure that everyone has the opportunity to thrive and secure a prosperous future for themselves and their families.

 

A business meeting around a table.

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

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