Jose joined the Reliant Wealth team in June of 2024. He is a graduate of Louisiana State University, where he majored in Finance and has a post-baccalaureate certificate in Construction Management. Prior to returning to Northwestern Mutual, he spent the last three years teaching high school math and business and coaching high school basketball. His experience across the industries of finance, construction, and education allows him to better serve and relate to our clients.
Jose is married to Amanda and resides in Ragley with their two dogs. He is an active member of his church and his community, where he coaches basketball and helps out in any way that he can around the community. Both he and his wife enjoy traveling to explore different cultures and spending time with family.
Jose’s goal as a Wealth Management Advisor is to support the Reliant team, ensuring our clients are protecting those that are important to them, introducing and walking them through the path of wealth management, and securing their financial security. By means of thorough financial planning and advisement, we give clients a road map to be able to achieve their goals both near and what would seem far out of reach. Our team goal is to mimic Albert Einstein by “taking the complex and making it simple.”