Sergio specializes in retirement planning, risk management, and estate planning for affluent clients, small business owners, as well as current and retired professional athletes. As an experienced guide, he works alongside his clients to help create tailored plans aimed at pursuing their long-term goals.
Prior to joining ARU, Sergio spent 10 years in professional baseball (2006-2016). His first-hand experience gives him direct insight into the distinctive needs of his clients, making him an invaluable resource.
Sergio and his wife Lindsay live in Sarasota, Florida where they spend much of their free time chasing after their daughter Zoey and two sons, Preston and Jace. Charitable interests include the Association of Professional Ball Players of America, The University of Tampa Board of Trustee Member, and several youth organizations who strive to develop future leaders in the community.