We specialize in helping individuals, families, and small businesses preserve their wealth and minimize the impact of taxes. We'll work with you to create an Aligned Goals financial plan that takes into account your aspirations. Buying that first home or retiriing, we'll help you every step of the way. Having an estate plan or creating an exit or succession plan takes a great deal or coordinating.
Experienced in identifying the need for life insurance, disability, and long-term care, we help develop plans to protect your family and business against the “what ifs” of life. We strive to help you protect the things that you love, and make sure that they are cared for including immediate, future legacy plans, and charities.
Founder - LPL Financial Planner
I've been in the financial service industry for the past 18 years. I hold a Series 7 and Series 66 with LPL and General Lines Life & Health & Annuities licenses. I've completed my Certificate of Financial Planning coursework through University of Texas at Austin. I'm also a fiduciary to business retirement plans being a CPFA®. I completed my undergraduate degree is from at Boston University Questrom School of Business majoring in international economics. I earned my MBA from the University of Phoenix in technology management.
I grew up in New York City and attended both parochial elementary and high school in Manhattan. My parents were both born in Puerto Rico, so I was raised in a bilingual home, Spanish. My dad owned his barbershop, so I knew everyone around my neighborhood. My mom was a seamstress working for the ILGWU.
I've always participated in extracurricular activities throughout school from altar boy and crossing guard at St. Paul the Apostle elementary school to President of several committees and Drum Major Power Memorial Academy HS Marching Band. At Boston University I was an active member of both Varsity Football and Ice Hockey teams.
I met my wife Jackie on Cape Cod, and have been married for the past 43 years. We've lived in Texas for the past 37 years raising our family. We now have 2 adult sons and daughter along with one grandson.
Client Service Associate