
Financial Services Professional
I believe trust is earned by caring, genuinely listening, understanding what matters most, and building a solid strategy around your goals and values.
I began my career in engineering after graduating from TecnolĂłgico de Monterrey, where I learned the value of financial strategies and building on a strong foundation. My parents shaped my values through their commitment to family, financial independence, and faith, even through difficult times. Those principles continue to guide me today.
They also inspired me to build a financial practice focused on helping families and business owners protect what they've built, prepare for retirement, build wealth, and create a lasting legacy.
My approach is simple: understand your goals and priorities, recommend a plan of action, and follow up as life changes.
Sasha brings more than 20 years of experience in financial services, along with an extensive management and entrepreneurial background across multiple industries. He serves families and business owners throughout Brownsville, the Rio Grande Valley, South Texas, and across other states.
Before building his current practice, he held leadership roles managing teams, operations, growth strategies, and new business ventures in both the U.S. and Mexico. This experience gives Sasha a practical understanding of the opportunities and challenges business owners face beyond their personal finances.
Sasha holds an MBA and has earned the Life Underwriter Training Council Fellow (LUTCF®) and Financial Services Certified Professional (FSCP®) designations. He also holds FINRA Series 6 and 63 registrations, has qualified for New York Life's Executive Council since 2023*, and is a 2026 Million Dollar Round Table (MDRT) member**.
Sasha is fluent in English and Spanish.
Sasha believes being part of a community means giving back. Through the Rotary Club of Rancho Viejo, he supports local projects benefiting families, youth, education, and community well-being, including initiatives with the Life & Family Pregnancy Center and other nonprofits.
He also serves as New York Life's Cultural Ambassador for South Texas, a Grief-Sensitive Schools Initiative Ambassador for the Rio Grande Valley, and a Community Impact Grant Champion, helping connect schools and eligible nonprofits with resources and grant opportunities. These efforts reflect the same values that guide his practice: caring, listening, helping others, and making a meaningful difference.
Outside of work, Sasha enjoys manning the grill for family and friends, taking his yard work much more seriously than necessary, and attending live music concerts, though The Beatles will always set the standard.
*Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30. **MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.