Judy has been in the financial services industry since 1986. Much of her work experience was spent at Merrill Lynch. She is bilingual in Spanish and English and holds license designations that include: Series 7 (General Securities Representative) through LPL Financial and Insurance General Lines.
After a 17-year career at Merrill Lynch, she joined Chase Bank as an International Banker. She then joined Independent Wealth Consultants in 2007 (formerly known as Lopez Financial) and has never looked back. She is blessed to share her experience as a LPL Registered Sales Associate and is one of Independent Wealth Consultant’s designated Compliance Officers. She now serves as the Business Development Coordinator serving to create an IWC presence in the San Antonio area. She is genuinely vested in the success of IWC. She travels to the Edinburg office on a quarterly basis to carry out her duties.
She currently resides in San Antonio with her husband Jesse and their dog Wall-e. She has two children, Daniel and Amanda who are both dedicated professionals. Her passions include serving at her church, cooking, and gardening.