Business Philosophy
My purpose when I choose this career was to help as many families and individual with their financial planning. It involves dedication, knowing your clients, products and services to work towards a world class service. Through the years and the experience and meeting with so many clients I treat everyone with respect. I listen very carefully for my client’s expectations and goals to create a plan to help accomplish the results that they are looking for. Finally, my reward is to create a product that creates confidence to my clients for either the short or long term.
Background
I started my career 20 years ago at Pruco Securities. Now I have been working at Marquette Wealth Management for almost 5 years. I also hold a Business Management degree from University of Illinois at Chicago
Professional Qualifications and Registrations
Currently I hold registrations: Series 7,6,63 and 65. I am also licensed for life, accidental and health insurance. Also for long term care insurance as well.
Personal Life
I grew up in Lima- Peru South America. I came to Chicago when I was 19 years old. I am fluent in Spanish as well. I have been living in the south side of the city for the last 17 years.
Marquette Bank - Western
6316 S. Western Ave., Evergreen Park, IL 60805
Marquette Bank - Archer
3521 S. Archer Ave., Chicago, IL 60609
Marquette Bank - Summit
7447 W. 63rd Street, Summit, IL 60501
Marquette Bank - Pulaski
6155 S. Pulaski Road, Chicago, IL 60629
Marquette Bank - Kedzie
5400 S. Kedzie Ave., Chicago, IL 60632