Jose began his career in financial services in 2013 after earning his Bachelor’s degree in Finance from Kansas State University and his MBA in Finance from Baker University. He brings a strong sense of discipline and leadership shaped by his service in the United States military. Jose specializes in working with business owners and entrepreneurs, helping them integrate their personal and business finances into one cohesive strategy. From retirement plan design to succession planning and cash flow strategies, he provides guidance that allows clients to focus on growing their businesses while building long-term wealth.
Active in the Hispanic Chamber of Commerce and fluent in Spanish, Jose is passionate about empowering entrepreneurs and families to build lasting financial confidence and opportunity. Clients value his approachable style and his ability to break down complex concepts into clear, actionable steps.
Based in Overland Park, Jose enjoys connecting with the community, exploring local culture, and spending time with his three daughters.