I believe in deeply understanding each client—where they are today, where they want to go, and how factors like risk tolerance, family dynamics, and long-term goals influence their financial decisions. My commitment is to pair thoughtful planning with a disciplined, non-emotional investment approach to help clients pursue financial independence.
For more than 33 years, I’ve navigated clients through periods of growth and volatility, tailoring portfolios to their unique needs while delivering boutique-style service and guidance every step of the way.
Outside the office, I enjoy staying active, competing on the tennis court, and—together with my wife, Mary—raising our three daughters, Gabriela, Adriana, and Marisa, into confident young women.