Personal business philosophy
“Take care of others and life will take care of you ” Protecting my clients’ financial stability as they get ready for retirement is something I’m enthusiastic about doing for them. I endeavor to recommend strategic plans that are in my clients’ best interests.
Personal Background
Born in Colombia, and I have been a local in Henderson for 8 years.
I cherish spending time with my two kids Isabella 17 and Marcus 10. as well as my wife Bere.
Professional Background
I have been in the insurance and financial industry for 18 years.
obtained my life and health license in 2005. Series 6 and 63 in 2018 and 2019.
I currently possess the following Designations: Financial Advisor, CLTC® (Certification in Long-Term Care) and RICP® (Retirement Income Certified Professional) and currently pursuing my ChFC® (Charter Financial Consultant) Designation.