As a financial advisor, it is important to me to develop a personal relationship with you based on a deep understanding of your goals, needs and values. I believe in a holistic approach that begins by listening to your story and understanding what's important to you, before investing any money. Using an established process, I build a personalized strategy to help you reach your goals, and partner with throughout your life to keep you on track.
A little about me… I was born in Honduras, Central America, and moved to Arkansas during my teen years. I attended the University of Arkansas and earned a finance degree with a concentration in financial management and investments from the Sam M. Walton College of Business. In addition, I have expanded my financial knowledge by obtaining the Accredited Asset Management Specialist™ designation from the College of Financial Planning.
At Edward Jones, I can provide deeper and more holistic solutions for my clients. Edward Jones provides a robust platform so that I can work with clients to help oversee their financial affairs in the Austin area and throughout different parts of the country. I work with clients on several goals from preparing for retirement, saving for education or preparing for your ideal financial future.