I deliver world-class financial guidance by combining deep technical expertise with a genuine commitment to the art of planning and portfolio management. With nearly two decades in the investment industry, I'm a recognized thought leader, speaker, and author on topics ranging from AI and cryptocurrency to estate planning, tax strategy, and portfolio construction.

As Vice President and Senior Portfolio Manager at Simmons Bank Private Wealth, I directly manage $400 million in client assets and serve as co-manager of Simmons' flagship Core Equity Portfolio and lead manager of the Sustainable Impact Portfolio. My local Springfield office manages $1.8 billion of the firm's $7 billion in total assets under custody.

I hold the CFP® designation and a Master's degree in Personal Financial Planning from the College for Financial Planning. I'm a Drury University alumnus who grew up in Paraguay, giving me a global perspective that informs my approach to client relationships and long-term planning.