After more than 17 years in the industry, Jose is still inspired by small business owners’ fearless entrepreneurial spirit. Their passion for starting and growing companies inspires his passion for solving complex financial challenges. From advising clients on expansion plans to enhancing marketing and communication capabilities, Jose uses his creativity and expertise — and a vast network of small business connections — to create customized solutions that spur growth.
Outside the office, Jose is a renaissance man with interests ranging from playing chess to collecting rare coins. But his true love is travel. Jose loves to travel around the world, listening to local musicians, sampling local cuisine and learning about various people and cultures.