I've always been drawn to the human side of finance. Growing up in Bogota, Colombia, a city alive with diversity and energy, I learned early that every person's story is different. That fascination with people and their unique journeys brought me into this industry two decades ago and continues to fuel my work today.
Since 2006, I've worked full-time as an advisor, building a wealth management practice affiliated with some of the most recognized firms in the United States. My team and I have been fortunate to earn top honors across the financial services industry, but what matters most is the trust our clients place in us. I focus on holistic financial planning, investments, and insurance because life isn't compartmentalized. Your financial future shouldn't be either.
What excites me most is straightforward. I love hearing people's stories. I love understanding what truly matters to them. And I love helping them build plans that turn their goals into reality. My clients would tell you I'm someone who listens, someone who brings integrity and knowledge to every conversation, and someone who's genuinely invested in their success.
I earned my Bachelor of Science in Economics and Finance from Jorge Tadeo Lozano University and hold FINRA Series 6 and 63 licenses along with Life, Health, and Long-Term Care Insurance credentials. I served in the Air Force in 1997, an experience that shaped my commitment to discipline and service.
After spending almost two decades in the Southeast, Atlanta feels like home. The big-city energy and diversity here remind me of where I came from. My wife Janine and I have three children: Francesse, Juan David, and Isabella. Balancing work and family is something I take seriously, and I'm grateful for the exceptional team at the office that makes it possible. When I'm not working, you'll find me on the slopes snowboarding or staying active through sports. I'm also involved with Passion City Church, ALPFA, the Lion's Club, and several other nonprofit organizations that strengthen our community.