I am the Founder and Financial Planner at AG Wealth Advisors, where I specialize in life insurance to safeguard families from potential turmoil and instill the habit of consistent saving. With over 19 years of experience in the financial services industry, I obtained my Certificate of Financial Planning from the University of Texas at Austin in 2021 and the Certified Plan Fiduciary Advisor® (CPFA®) designation in 2023. I am also bi-lingual in Spanish.
I’ve worked in sales at major corporate companies like Johnson & Johnson, 3M, AT&T, BI Technologies (Emerson Electric), GE Financial, New York Life, AIG, and TD Ameritrade. I’ve been laid-off several times in my career. Because of these challenges, I’m able to coach clients through some of the tough mental aspects of unemployment.
My educational background includes a BSBA in International Economics from Boston University and a MBA in technology management from the University of Phoenix.
Being a native of New York City, I now reside in Dripping Springs, Texas, with my wife and three adult children—a daughter and two sons. Beyond my professional commitments, I'm actively engaged with various organizations. I've previously served on the Boston University Alumni Association Council and currently hold a position as a Board Member of the Dripping Springs Chamber of Commerce. I'm also a member of the Austin Chamber of Commerce Ambassadors organization, where I leverage my leadership skills to contribute meaningfully. During my leisure time, I relish traveling, attending sporting events, and delving into a good book. My greatest joy lies in helping individuals plan for the unforeseen with confidence, while caring for their family’s financial security. Ensuring that our clients feel heard and assured that their best interests guide our strategies.