| I am a wealth advisor dedicated to helping business owners organize, grow, and protect their financial lives. My approach blends holistic planning, advanced technology, and coordinated balance‑sheet strategy. With deep experience in lending, risk management, and tax‑efficient investing, I simplify complexity for clients. My goal is to build clarity, confidence, and a lasting legacy for every family I serve. |
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Born in Colombia and raised in Miami since age 15, I've always been guided by family, discipline, and opportunity. After graduating from Sunset High School, I studied International Business and Finance at FIU and later earned my MBA with honors in 2014.
I spent 13 years at JPMorgan, first as a banker and then as a wealth advisor, before joining Merrill in 2023. My approach blends experience, technology, and a commitment to simplifying the complex so business owners and families can make confident financial decisions and build lasting legacies.
Away from work, I'm a husband and father of two. We enjoy history, sports, and holiday movies, Italian food, steaks, and my wife's home cooking. We spend much of our time outdoors practicing basketball with my son, supporting my daughter's gymnastics, playing golf, tennis, and soccer, and taking our small boat out to fish or explore. When the weather cools, Florida camping and skiing becomes our favorite family traditions.
My life reflects purpose and gratitude, professionally helping clients grow and protect their wealth while personally staying grounded in what matters most: family
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
