Get to know Guillermo

I strive to help clients retire with dignity and protect themselves and their families from the bumps and bruises of life along the way.  I also want to help business owners to start, grow and prosper in their business.

Experience

  • 16 years of banking, insurance and financial services experience
  • 7 years with Principal®
  • Focused on comprehensive planning, 401(k)s, IRA’s and risk management
  • I believe in explaining financial concepts simply and easily with the client's needs at the forefront

Education and Credentials

  • Graduate of the University of Nebraska - Lincoln
  • FINRA Series 6, 63, 65, 7, 51 and 24 securities registrations
  • Life & Health insurance licensed in NE, IA, FL, IL, NC, MI, ME, OH and VA
  • Member of the National Association of Insurance and Financial Advisors (NAIFA)

Interests

  • ​Guillermo and his wife Jody have two children, Niko and Piper
  • Member of the NAACP, National Cystic Fibrosis Foundation, Omaha Chamber of Commerce, and 100 Black Men of Omaha
  • I enjoy keeping exotic pets, sports, travel, and spending time with family and friends