As an experienced financial advisor with Edward Jones, I focus in helping business owners, corporate executives and affluent families organize, protect and mitigate risk and capital gains. My goal is to help you build your wealth comfortably to enjoy it and then eventually, in partnership with your CPAs and estate attorneys, ensure it is passed on to the next generation in the most secure and tax-efficient way.

My team and I utilize a proven process to partner with clients, understanding what matters most to them. Together, we create a life strategy that includes personalized wealth strategies tailored to your lifestyle, needs and goals. We prioritize regular communication to ensure your priorities are addressed as life evolves.

I began my professional career in finance in the early 1990s as a bond trader in Mexico City. Since then, my experience and passion for finance have led me to roles as a fixed-income mutual fund operations manager, corporate banker for international trade, and international business development. Ultimately, I consolidated my experience as a financial advisor focusing on wealth strategies for successful individuals and families.

My team and I are committed to excellence and genuinely care for our clients. We strive to build meaningful relationships with you and your loved ones, ensuring you feel valued while providing best-in-class service and solutions.

I embrace universal values that promote a peaceful, inclusive world, respectful of all beliefs. I enjoy helping nonprofits, mentoring peers and participating in social events and chambers of commerce. Additionally, I have had the privilege of managing child refugee camps twice. My French and Mexican heritage fuels my passion for gourmet food from all cuisines, as well as my appreciation for modern art and photography. In my free time, I enjoy traveling, mountain biking and golfing with friends and family.