About Me
I am an expert financial coach dedicated to helping families in need of guidance and education on managing money and distributing wealth for security and protection. Over the years, I’ve coached dozens of families and individuals looking to change their financial situations.
As a proud RGV native, my mission is to uplift the Rio Grande Valley by empowering families to achieve financial stability, one step at a time. I’ve witnessed firsthand how language barriers and a lack of financial literacy can hinder families from reaching their full potential. By addressing these challenges through education and tailored support, I aim to create lasting change and help families build a brighter future.
As a licensed and credentialed professional, I bring both expertise and personal experience, having successfully improved my own financial literacy and well-being. My approach prioritizes education and understanding of financial products and strategies—not simply making a sale.
Working with a team at a brokerage, we offer a “one-stop shop” experience with access to over 70 A+ rated companies, including Nationwide, Transamerica, Prudential, and Pacific Life and more. This platform lets us select quality products that fit your unique financial goals. Not only will we help you find the best product, but I’ll also guide you through the entire process so you never have to deal with customer service calls—I’ll handle that for you.
And here’s the best part: when we find the right financial product for you, the company pays me out of their marketing budget, not from your premium. This is important to me, as it allows me to serve you without affecting your costs.
I WORK FOR FREE!
All I ask is that if you’re happy with the service I provide, please send me a referral. If I can’t meet your needs, I’ll gladly connect you with someone who can.
START HERE!
