Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Strategies, Financial Planning ®
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I have been in the financial services industry since graduating from Boston University in 2008. I started his practice working with teachers in the 403(b) retirement space and built a business-to-business networking group that today has over 30 members. In 2015, I was given the opportunity to go into sales management with the firm.
Not only am I coach for individuals and business owners but a coach for other financial advisors, helping them take their practice to the next level. Today, I train, coach, and recruit new and experienced advisors to join our team. I grew up in Union City, NJ and now live in Woodland Park, NJ with my wife Griselle, daughters Adriana, Catalina, and dog Bria. During my off time, I support the Latinas in STEM organization, serve as treasurer, volunteer, and coach with the St. Michael's Basketball Association in Union City and serve on the board of advisors with TheraYouth, a non-profit organization serving underprivileged children with needs of physical therapy.
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Boston University (2004-2008)
Playing and watching golf
and traveling to new places around the world with my family
Latinas in STEM, St. Michael'
s Basketball Association (Union City), TheraYouth, and the Hudson Catholic HS Alumni Association