Iris Segue

Iris Seguí isn’t your typical financial advisor. A former rodeo star with deep farming roots, Iris brings the same grit, resilience, and growth mindset to financial planning that she once brought to the arena. She believes every strong financial plan should be built on a solid foundation — one that grows predictably and withstands life’s ups and downs.

Over the last two decades, Iris has gained a deep understanding of the financial services industry, working across multiple areas of the business since 1996. This diverse background gives her an edge in designing customized solutions, including strategies based on the Bank On Yourself concept — helping clients grow wealth safely, enjoy tax advantages, and gain guaranteed access to their money when they need it most.

Iris holds Bachelor’s Degrees in Finance and International Business from Florida International University and advanced designations (LUTCF & CLU®) from the American College, reflecting her commitment to mastery in her field.

Outside of work, Iris enjoys challenging herself with bootcamp and kickboxing, and cherishes time traveling with her husband, Wilfredo, and their adult sons, Daniel and David.