Ramon joins Victory Private Wealth with a deep foundation in finance and a genuine passion for helping people.
He serve clients by creating personalized financial plans that bring clarity, confidence, and balance to every stage of life.
His career started at Morgan Stanley, after a very impressive academic career. He holds a bachelor's degree in applied economics and management with a concentration in Finance from Cornell University, where he graduated Cum Laude. He also earned a Master’s in Finance from UT Dallas, graduating with honors.
His approach fits perfectly with Victory as it is centered around building deep, meaningful relationships with his clients to fully understand what matters most to them. Whether it's planning for retirement, funding a child’s education, buying a first home, building a rental property portfolio, or even saving for that dream vacation — he believes each financial goal deserves a thoughtful, holistic strategy.
In his own words: "I proudly serve a diverse range of clients — from individuals just beginning their financial journey, to seasoned business owners, to those simply looking for an advisor to walk with them through life, not just their finances. Above all, my identity is rooted in my faith. I’m a committed follower of Jesus Christ, a member of Watermark Church, and I strive to live a life dedicated to His grace — the greatest gift I’ve ever received.
Outside of finance, he brings the same discipline and passion that drove his athletic career. He was a Division I baseball player at Cornell and later a First Team All-American at UT Dallas. He also has a storied coaching career that included earning ABCA Assistant Coach of the Year and leading Dallas College Eastfield to a national runner-up finish, followed by his role as Head Coach at Dallas College Mountain View.
When he's not advising clients or on the baseball field, you might find me deep in a game of chess or revisiting the world of The Lord of the Rings.