picture of a planner

Here to act in your best interests

About me

I’ve been a financial planner since 2009, and I've always been most happy when serving others. My personal and professional experiences provide me with a deeper understanding of how to best help my clients achieve their financial goals. In my spare time, I enjoy working out, watching movies and playing video games and spending time with my two grandsons. I’m also fluent in Spanish.


Chartered Retirement Planning Counselor™


Bachelor of Science, Hospitality Management - Florida International University

Visit one of our Locations

Atlanta II - Vinings

3051 Akers Mill Rd SE

Suite 110

Atlanta, GA 30339

Atlanta V - Atlanta

100 Hartsfield Centre Parkway

Suite 650

Atlanta, GA 30354

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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