As a bilingual financial professional of Equitable Advisors, and active member of the Hispanic community throughout Texas, I am dedicated to helping individuals and businesses build their financial futures - Life Insurance, Retirement Funding and Investments. While based in Dallas/Fort Worth, I actively serve several states including Texas, California, Florida, Arizona, South Carolina and Wisconsin.
Education is important to me. As a Texas Christian University graduate, I'm committed to staying on top of my field and developing my professional skills. Over my 34 year career, I've regularly attended industry training and certification programs.
My education, fluency in Spanish, experience and professional affiliations foster my practical approach to offering financial products and services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I'll consider your specific financial goals and investment objectives. Then, if it is suitable, as a registered representative of Equitable Advisors, and an insurance agent of Equitable Network, LLC, I will recommend the appropriate products and services to help you execute your strategy. It's all about catering to your individual needs and extending personal service.
Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:
I also offer financial services and consultation to Hispanic organizations including:
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