Luis joined the wealth management industry in 2019. His prior experience focused on the financial issues around investments, asset allocation, and portfolio management. He has also served on multiple investment committees focusing on the different sectors of the markets and asset classes.

Luis graduated from Southern Illinois University (SIUC) with a bachelor’s degree in finance, concentrating in investments.

Luis was born and raised in Venezuela and emigrated to the United States in 2015. Luis is married and he and his wife just gave birth to their first child.

Luis has bilingual capabilities and speaks both Spanish and English.

Luis is joining our team focusing on individual client management and service delivery.

When not at work, Luis loves sports and spending time with family.