Jhonny has always loved to learn, build relationships, and help others. Once he found a strong interest in personal finance, entering the financial planning industry was an easy next step. He believes being passionate and loving what you do is key to not ‘working’ a day in your life. Building meaningful relationships and helping clients grow in every aspect of their lives is more than just a reward, but a reason to get out of bed every morning.

Jhonny works closely with our advisory teams to develop and implement tailored advice and financial plans designed for each client’s unique situation. He collaborates with lead advisors, analyzing financial data, and ensuring that strategies align with clients’ long-term goals. Jhonny also assists in monitoring investment portfolios, conducting market research, and maintaining strong relationships with clients by providing ongoing support and insights to help them confidently navigate their financial journey.

Jhonny was born in Santa Cruz de la Sierra, Bolivia, but grew up in the Arlington, Virginia area. He graduated from Virginia Tech with a Bachelor of Science degree in Finance, specializing in a financial planning track, in 2020. He attained the Certified Financial Planner (CFP®) designation in 2024 while working at a local financial planning firm in client services.

Jhonny lives in Arlington, Virginia, near his family in Falls Church. His parents love having him over for a delicious home-cooked meal. He says he only visits to pet the family dog, Bella, but his mom says otherwise.

Fun Fact: Jhonny loves to stay active and try new things. He goes to the gym and plays soccer weekly. This year, he is joining a Bolivian folk dance group, where he will dance ‘Caporales’ for the first time. If you’re lucky, you can see him and his group dancing at a local parade or festival. He is also fluent in Spanish.