My professional journey to becoming a financial planning associate has been deeply influenced by the lessons I learned from my parents. As the proud son of immigrants, I absorbed the values of hard work and resilience early in life. My parents’ journey from Mexico to the United States filled my ch...
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I like to joke that I was literally born into the industry because I was born on one of the most historical days in the stock market, Black Monday. There was never a doubt in my mind that this is what I wanted to do and from the time I was a young kid, I […]...
I started with TCI Wealth in 2022 and work behind the scenes in the firm to keep the oars rowing in the same direction. As an Administrative Associate in our Tucson office, I help our team of advisors support TCI clients and make it possible for them to deliver an exceptional experience. In my role,...
My dedication to help others has always been a leading focus and continues as a Relationship Associate at TCI Wealth Advisors. Although I am new to the financial planning industry, I’m not new to helping others. Prior to TCI, I had the privilege to teach and counsel young people. I loved assisting...
Using my experience in the financial industry and desire to build relationships, I enjoy helping those around me along their path to financial freedom at TCI Wealth Advisors. Bringing balance and structure to your finances are important, however, I believe that education and communication are crucia...
As a relationship associate, I am responsible for many daily duties that directly enhance our clients’ investment experience. I pride myself on being resourceful and providing personalized service to our clients. While I am originally from California, Tucson has been my home for the majority...
I am a numbers person. As an internal accountant at TCI, I enjoy it all: analyzing numbers, completing reconciliations… you name it. While I may not interact directly with our clients, I am proud to be a part of a team that helps others reach their financial goals. I’m a Tucson native and en...
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