Professional Details
Medicare & Insurance Specialist | Agent Coach | Community Advocate
With nearly 20 years of experience in the insurance industry, I specialize in helping individuals and families navigate Medicare, Health Insurance, Retirement Planning, and Business Insurance. As a Registered Social Security Analyst (RSSA), I take pride in simplifying complex insurance decisions, ensuring my clients have the right coverage for every stage of life.
Beyond my work as an agent, I am passionate about training and coaching fellow insurance professionals, sharing strategies for success in an ever-evolving industry. My background as a psychologist—combined with my own journey as an immigrant from Colombia (1998)—gives me a unique perspective in understanding people’s needs and building trust.
When I’m not advising clients or mentoring agents, you’ll find me deeply involved in my community, whether through volunteering or supporting local initiatives. Family is my foundation—I’m a proud son, father, husband, brother, and friend. Outside of work, I recharge with soccer, rock and roll, cycling, and a great cup of coffee.
Let’s connect and discuss how I can help you—or someone you care about—secure a confident future.
Areas of Expertise
- Insurance Agent
- Medicare Advisor
- Retirement Specialist
Real Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average Lost
The average household is losing $111,000 in potential income.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
