Since the early days in 1996, Iris has been instrumental in the exponential growth of the business. Over her 20+ year career, she has experienced roles in marketing, underwriting, administration and sales. This diverse background gives her the upper hand when designing custom solutions for her growing list of clients.

Her holistic approach to planning has not only helped her clients but also JM&A.
Her satisfied clientele continuous to reward her with their trust, which is shown in her 97.8% client retention rate.

Iris is your typical “go getter”, give her a challenge and she will develop a strategy to get you there. She’s successfully combined her passion for helping people with her deep desire to problem solve, making her an exceptional advisor.

Iris holds a bachelor’s degree from FIU (Florida International University) with a double major in Finance and International Business, she has also earned two professional designations from the American College of Financial Services. Aside from educating her clients, it is common to find her speaking at financial forums and women’s events.

Iris enjoys traveling with her husband, Wilfredo and their 2 sons, Daniel & David.
When not with friends & family, Iris enjoys volunteering with the Coral Gables Woman’s Club and other local civic organizations.