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Licensed Professional

About Mirna

A trusted advisor, a dedicated professional, and a passionate advocate for financial security.

Mirna — Licensed Insurance & Tax Professional

500+

Families
Protected

My Story

Built on Trust, Driven by Purpose

My journey into insurance and tax services began with a simple belief: every family deserves access to expert financial guidance, regardless of their background or income level.

After more than a decade in the industry, I've had the privilege of helping hundreds of families and businesses protect what matters most — their loved ones, their assets, and their futures.

I founded this practice to bring a personal, bilingual approach to financial services. Whether you're a first-time insurance buyer or a business owner navigating complex coverage needs, I'm here to guide you every step of the way.

Credentials & Expertise

Qualified to Protect What You've Built

Licensed Insurance Professional

Fully licensed to sell life, health, property, and casualty insurance across multiple states.

Certified Tax Preparer

Certified to prepare individual, family, and small business tax returns with IRS compliance expertise.

10+ Years of Experience

Over a decade of hands-on experience helping families and businesses navigate insurance and tax decisions.

Bilingual — English & Spanish

Fluent in both English and Spanish, ensuring clear communication and genuine understanding for all clients.

What I Stand For

My Commitment to You

Honesty First

I'll always give you straightforward advice — even when it's not what you expected to hear.

Personalized Guidance

No two clients are the same. Every plan I create is tailored to your unique situation and goals.

Long-Term Relationships

I'm not here for a one-time transaction. I'm your advisor for life — available when you need me most.

Ready to Work Together?

Let's start with a conversation. Schedule your free consultation today.