PROFESSIONAL EXPERIENCE: I began my professional career as a Financial Advisor at Northwestern Mutual in November 2000, specializing in life, disability and long-term care. My practice would evolve over the years to include investments and employee benefits, and as such, a more comprehensive approach to client servicing was needed. I believe strongly that the best solutions come from teams that work together and leverage their combined strengths. I was happy to join the K2 Team in December 2019.
Areas of Expertise:
- Life Insurance
- Disability Insurance
- Long Term Care
- Employee Benefits
- Retirement Plans
ABOUT ME: I was born and raised in Southern California. My wife, Juanita, and I live in Santa Ana, CA with our two girls, Antonia and Liliana. I am an active member of my community having served on the Boards of Big Brothers, Big Sisters of Orange County, Human Options and the Orange County Hispanic Chamber of Commerce. My volunteer time is currently committed to my girls and their respective schools. In my free time, I enjoy playing golf and a spontaneous road trip.
Insurance services are not offered through, or supervised by, Lincoln Investment.