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Family: Jorge is married to Kari, and they have two daughters, Jessica and Vanessa. The family also includes three dogs: Abby, London and Leo.
Duties & Responsibilities at Teamwork: As an Investment Advisor Representative, Jorge’s job is to work closely with clients. He takes the time to listen to them and gain a complete understanding of their needs before building a customized financial plan designed to meet their goals. Jorge also utilizes estate and tax planning resources to provide a comprehensive solution to clients and help them transfer wealth in the most effective way possible when the time comes.
Education: Jorge is a graduate of the University of Louisiana Monroe (formerly Northeast Louisiana University), where he earned his marketing degree with a minor in management. He holds his life insurance license and has passed the Series 7 and 66 securities exams.
Background: Jorge brings more than 20 years of experience in business sales to the firm. He has worked extensively with business owners and C-level executives. Investments and financial planning have always been his passion, and he decided to pursue a career as an investment advisor to help families in San Antonio build wealth and live a comfortable life in retirement.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@teamworkfinancial.com or call us at (210) 687-1333 today!
By contacting us, you may be offered information regarding the purchase of investment and insurance products.