Currently serving as Financial Advisor at Statetrust Inc. Registered Representative (FINRA). Originally majored in Mechanical Engineering with several management and post-graduate studies as well as Advanced Management Program (IESA)

Fifteen years as General Manager for multinational corporations.

Perfectly bilingual Spanish / English

MISSION STATEMENT
My mission is to be the number one provider of financial planning solutions to high net worth individuals, corporations and not for profit organizations by assisting them in the development, formation and achievement of their financial goals and objectives. My purpose for being a Financial Advisor is to add value to every client relationship through providing communication, guidance and service that is “second to none” in the implementation of the wealth management process.

Wealth Management
Private Banking
Estate Planning
Financial Planning
Retirement Planning
Trust Services