My endless determination and curiosity for numbers led me to pursue my interest in finance, wealth preservation and accounting.  My academic journey began in accounting at Otero Junior College in La Junta, Colorado, concurrently participating as a member on the college's soccer team. After completing an array of accounting courses, I recognized a shift in my professional aspirations, and focused more on financial wellness. Upon returning to my hometown of El Paso, Texas, I completed my academic pursuits at the University of Texas at El Paso, in Financial Analysis and Accounting.

After college, while working in the banking industry, I was able to conduct business with professionals on both sides of the border.  As their business and operational needs grew, I felt compelled to assist and direct clients with their personal finances. Client needs include College funding, setting retirement goals, insurance needs and estate planning strategies to help ensure all aspects of their family’s financial needs are met.  

As a father of two young boys, I am passionate about my family’s health, financial wellbeing, and spending quality time with my family. I am eager to engage in and facilitate the attainment of financial goals and aspirations for those I have the privilege to advise during my ongoing professional development with Legacy Wealth Investment Group.
 

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, FL, IA, ID, IL, IN, MD, MI, MO, NC, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

California Lic.# 4359964, Resident State TX

My Associate(s): Monica Leos, Senior Client Associate, Daniel Serrano, Client Associate

Monica is compassionate about providing care for senior adults.  She believes in delivering comprehensive service with dignity and respect with an emphasis on those affected with dementia and Alzheimer’s.  Born and raised in El Paso, Texas, Monica began her career working with the senior adult population of our community soon after graduating from high school. She continued her educational journey and graduated from New Mexico State University with a Bachelor of Science in Social Work. 

Monica’s professional career spans 30 years working with seniors in various capacities as a Social Worker, Administrator for Assisted Living Communities, and a Community Liaison for Home Health/Hospice agencies.    She enjoys volunteering for her community and as an active member of the Junior League of El Paso.

In 2023, Monica embarked on a new career change by pursuing a position with Lawton Winter Investment Group.   As a Client Associate, she continues serving others by providing administrative and customer service support, building relationships with clients, and attending to their financial needs. 

While away from the office, Monica enjoys spending time with her family, attending sporting and community events, and traveling.  She and her husband of 15 years, have a teenage son who keeps them busy with sports activities and school band. 

Daniel’s professional journey started in the Dallas/Fort Worth area where he worked in a number of positions focusing on Logistics / Supply chain and operations. In this field he honed his ability to work in fast paced, heavily regulated and customer oriented environments. He received his Bachelors of Science at the University of North Texas, in Denton TX and called that town home for over 10 years. In 2024 he decided to move back to his hometown of El Paso, TX where he also took a pivot in his career and found himself at the Lawton Winter Investment Group.

As a Client Associate, Daniel is dedicated to exceptional customer service, an acute attention to detail, and a resolve that puts the client first. Through his support and dedication he helps the Legacy Wealth Investment Group team members achieve their collective goal of providing upmost service and helping the clients reach their financial objectives.

Outside of the office Daniel is passionate about cooking, gardening, playing music and DIY house projects. He enjoys spending time with his family and can often be found at music events around the community.