Get to know me
On top of helping my clients with their purchase, refinancing, and home equity needs, I help my clients with their insurance and investment needs. This gives me a well-rounded ability to add value my clients, no matter where they are on their financial path. Outside of work, I love to weightlift, watch football, learn more Spanish, and travel abroad.
My experience
Languages spoken:
English
Spanish
Brokerage info
What you can expect from me.
Find answers to my most-asked questions, covering everything from how I'll support you to what you need to start the process.
What documents do your clients need to start the process?
Clients will need their most recent paystubs showing year-to-date earnings, last 2 years of W-2s / 1099s and tax returns, schedule C or E, and last 2 years of bank statements and quarterly statements.