Moises works with medical professionals, helping clients navigate comprehensive financial planning, retirement planning, tax-efficient planning.

He takes a goal-oriented and personalized approach to planning, focused on creating long-term strategies aligned with each client’s goals and priorities.

Moises earned a B.S. in Finance from Universidad Externado de Colombia. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Outside of work, Moises enjoys spending time around horses.

Serving clients in and around Denton and Southlake, TX.