Broker Check

My Mission

How I Work

My mission is to create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for

Trust, honesty and simplicity are the main values on which I based my practice.  I service my clients with the heart of a teacher to help them learn and grow financially

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of my resources to help you pursue your goals. All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of my primary goals is to develop a long-term, trusting relationship with you.

My Process

My Process

I love to keep things simple for my clients.  Every client, every family is different and for that reason I enjoy getting to know my clients at a deeper level that you will not experience with big financial firms

My History

My History

I am originally from Guaymas, Sonora, Mexico. I am married with 2 children. I have a degree in Chemical Engineering from Tec de Monterrey and I came to this beautiful country more than 17 years ago. 


I worked in the Oil & Gas industry for several years until I decided to start helping families in their financial Journey focusing on the Hispanic community. 


I was a certified Dave Ramsey coach, and after few years I met Andres Gutierrez and join him as part of his local recommended financial advisors


I've been living in Texas for the last 11 years, but I serve clients in almost 20 different states. 


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