Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I began my financial services career in 1990 after graduating from St. Mary's University in San Antonio, Texas. I started with Valley National Bank and Bank One, both now known as JPMorgan Chase. It was an honor to have worked with such an outstanding organization, meeting my client's financial needs and building my knowledge to what it is today to continue to serve clients professionally at Merrill Lynch Wealth Management. I, along with a team of specialists, provide goals-based wealth management to affluent families, accomplished professionals and successful business owners. I am very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing.
When I am not in the office I enjoy playing tennis, jogging, hiking, biking, traveling, cooking, anything involving the arts, and volunteering in the community. My life priorities are family, health, work, finances, home, giving and leisure. Each person's life is like a fingerprint--unique--while sharing common priorities. Many look for my guidance to navigate their life's financial priorities.
At Merrill, we have a deep seeded tradition of participating in the commnity. I have two children who are involved in performing arts. Volunteering and being involved in their performances and events is a major part of our family. Another family passion is gardening. I am a member of the Tucson Bonsai Society.
Spanish, Spanish & English
St Mary's University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.