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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Anthony Ulloa

Founder/President

(956) 342-2694

Anthony.Ulloa@MutualofOmaha.com

Building strong client relationships and being a reliable resource during times of need are the cornerstones of my career. I find immense fulfillment in meeting new people, learning about diverse industries, and providing a layer of protection for my clients during challenging times. Helping individuals in the community, having those tough conversations for the betterment of their households, and crafting creative strategies to solve their problems is what drives me every day.

Growing up in McAllen, Texas, I was surrounded by the values of hard work and strong relationships. Raised in a family of entrepreneurs, I witnessed firsthand the power of trust and integrity in business. My family owned a successful business, and my mother excelled in sales and marketing, leaving a lasting impression on me. Shadowing administration at a local hospital, DHR, offered me valuable insights into high-level business operations and strategic decision-making. These experiences, combined with my deep understanding of the Rio Grande Valley, have shaped me into the business professional I am today.

My family—my wife Iris and our sons, Kayce James and Anthony Cole—are the cornerstone of everything I do. Built on a foundation of faith, love, and hard work, we believe in enjoying life’s simple pleasures, from barbecuing together to traveling and creating lasting memories. Their unwavering support is my driving force, pushing me to go the extra mile and persevere through challenges. Iris, my loving wife, takes incredible care of our boys while I focus on serving my clients and making a positive impact. Their encouragement inspires me to give my best every day, knowing that everything I do is for them.

Outside of my professional life, I am passionate about the outdoors and enjoy activities like hunting, fishing, and traveling. Reconnecting with nature provides peace and fulfillment, allowing me to recharge and find balance. One of my greatest joys is BBQing and sharing meals with friends and family, where connection, laughter, and memories are created. These moments fuel my drive and focus in my professional life, reminding me of the importance of balance and the joys of life.

Belinda Zarate

Insurance Agent

(956) 342-2380

Belinda.Zarate@MutualofOmaha.com

Helping people protect their businesses, employees, and families gives me a strong sense of purpose. As an insurance agent, I'm passionate about creating personalized insurance strategies that meet each client's specific needs. I find fulfillment in knowing that I'm making a real difference in their lives. I also believe in the importance of going beyond the usual financial education to help clients make informed decisions.

I believe that my greatest value to my clients lies in my genuine care for their well-being. I am deeply committed to understanding their needs and providing personalized solutions. My clients know they can rely on me not just for my expertise, but because I am truly invested in their success and security. This dedication to their best interests builds trust and fosters long-lasting relationships. What I find most fascinating when interacting with clients is the incredible diversity among them. Each person brings their own unique perspectives, needs, and experiences, which makes every interaction a new and enriching experience.

I grew up in the small town of La Grulla, TX, where I was instilled with a strong work ethic by my family. I'm a proud mother of two adult children, both happily married. They've built careers they love while staying true to their faith and family. My two grandchildren (and one more on the way!) are my greatest joy. My career allows me the flexibility to prioritize spending quality time with them. I'm inspired every day by their happiness and development.

Traveling and exploring new places is a passion of mine, each journey offering fresh experiences and cherished memories. I also love reading and maintain a personal Bible study routine that enriches my spirituality. Helping others brings me great joy, whether through volunteering or simply lending a hand to those in need. Planning playdates with my grandchildren is one of my favorite activities, filled with fun, laughter, and heartwarming moments. These interests keep me engaged and fulfilled, helping me connect with my family, friends, and the world around me.