I am a San Antonio native and I attended St. Mary's University receiving my Bachelors of Business Administration degree in "Corporate Finance, Financial Services and Risk Management". Prior to joining Merrill Lynch Wealth Management, I worked for one of the largest insurance companies in financial services for over 4 years. Today, I am a Financial Advisor for Merrill Lynch Wealth Management and one of the partners of the Bertuzzi-Torres Wealth Management Group. Our team is entrusted with over $400 million of client assets domestically as of December 31st 2023. Our Philosophy: As we focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life's ups, downs, triumphs, and transitions. We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why we believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. BIO:I grew up working with my parents in the family business alongside my 7 brothers and 4 sisters. Throughout the years we have established and maintained great personal relationships with many local business owners, physician's and their practice, and leaders of San Antonio and their families. I currently reside in San Antonio, Texas and I enjoy traveling, biking, hiking, trail running, live music and anything outdoors. We are proud sponsors of the Bexar County Medical Society (BCMS) for the past 3 years. My business partner Mike Bertuzzi, is the ride director and President of the Tour De Boerne cycling event held each year in June. All proceeds go to Coats for Kids and Blessings in a Backpack. I truly believe in giving back to the community and I commit my time during the holidays participating in the nonprofit organization Meals on Wheels and I am part of the non-profit organization Ride for Reading that promotes literacy by delivering books via bicycle to children in low-income communities.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.