With over 16 years of experience in the Financial Services industry, Jose has helped dozens of discerning families put financial strategies and retirement solutions in place to help them achieve their envisioned future. Guided by purpose and passion, Jose brings a high level of caring and compassion to the dreams and goals his clients espouse. His enthusiasm is infectious, and as a result his clients receive an unparalleled commitment to the management of their wealth.
He is married to Sharon, his high school sweetheart, who is his muse, best friend and confidante. He is blessed with two children who inspire him to leave the world a better place than he found it: his daughter Ariel, and son Jacob.
Steve and Jose have a formal plan in place for the continuation of their businesses and advising of their clients should something happen to either one of them over a short or longer period of time. While we retain our individual identities, our firms are fully integrated as a true team to provide the service and support necessary for our growing businesses.