I specialize in two main areas:

1) Spanish-speaking business owners
2) Spanish-speaking foreign nationals

I am actively marketing two additional client markets:

1) Turning-65 market
2) Individuals relocating to the Dallas / Fort Worth area

I have had success in partnering with CPAs and tax prep offices to build my Spanish-speaking business-owner book.

I take a planning approach. I build the financial profile for each client and help them fill in the missing pieces so that my clients have a comprehensive financial plan that we can work on over the life of our relationship.

I am in restart mode in my business as I have gone through a divorce that had a massive negative impact on my book of business. I am looking at practice acquisition as a way to rapidly grow my practice.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian


Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions


CRM Systems

Blurred Blurred Blurred