For more than two decades, I have had the privilege of helping individuals and families navigate some of life’s most important financial decisions. Growing up in Colombia and later building my career in the United States gave me an appreciation for how family, business, culture, and wealth can intersect across generations. That perspective led me to pursue an MBA in International Business and ultimately to a career dedicated to wealth management.
Throughout my career, I have served clients at Merrill Lynch, Wells Fargo, Snowden Lane Partners, and Fidelity Private Wealth Management. Most recently, I helped manage relationships with approximately 100 ultra-high-net-worth families representing roughly $4 billion in client assets across Southern California. These experiences reinforced my belief that exceptional wealth management begins with understanding the people behind the wealth—their families, values, priorities, and vision for the future.
At Guardtower Financial Services, I work with high-net-worth and ultra-high-net-worth individuals and families whose financial lives often extend beyond investment management. My approach begins with getting to know each family, understanding what matters most to them, and helping bring clarity and coordination to complex financial decisions. This may include multigenerational planning, business transitions, estate planning considerations, retirement, and the unique needs of families with international and cross-border relationships. My goal is to provide the highly personal and comprehensive experience associated with a family office while building trusted relationships designed to endure across generations.
Originally from Colombia, I now call Southern California home. Outside of work, I value spending time with my family, staying active, traveling, exploring different cultures and cuisines, and remaining connected to my Colombian roots. These experiences continue to shape how I think about family, stewardship, relationships, and the responsibility that comes with helping families plan for their futures.