Meet the Team

Today, we help individuals and families build clarity and confidence through financial planning, wealth management, and retirement income planning. We also support small-to-medium-sized businesses—typically between 1 and 150 employees—through retirement plans, group benefits, financial consulting, and financial wellness programs for their teams.

Juan Carlos holds his FINRA Series 7 & 66 registrations and an MBA with a concentration in Finance. Miranda holds her FINRA Series 7, 63, & 65 registrations and earned the Retirement Income Certified Professional^® designation. We both maintain Life, Accident & Health Licenses, and Juan Carlos is bilingual in English and Spanish.

At home, we’re proud parents to Bella and JC Jr., along with our two black labs. We love being outdoors, spending time on the water, and gathering with our big extended family. Miranda is also a breast cancer survivor, and we’re both die-hard Texas Longhorns—where we met over 20 years ago and have been together ever since.

Community Involvement

• Board of Trustees for the Better Business Bureau Foundation (Juan Carlos)
• Board Member of the Greater Austin Hispanic Chamber of Commerce (Juan Carlos)
• Director of Education for the Board of Trustees of Financial Women In Texas (Miranda)
• Ambassador committee members for the Austin Chamber of Commerce
• Ambassador committee members for the Greater Austin Hispanic Chamber of Commerce
• Ambassador committee members for EGBI (Economic Growth Business Incubator)
• Active members of the San Antonio Hispanic Chamber of Commerce
• Volunteering at their children's schools