Biography

After being thrown into the power of attorney role for my father, I managed his transition from independent living to a nursing care facility. I learned the importance of making wise decisions with the resources you have throughout your working years so that you have options in retirement. I became a financial planner so that I could work with people in order that they may have the best possible outcome in retirement. The conviction behind my recommendations is based on first-hand experience rather than hypothetical scenarios.

In order to serve my clients best, I am partnered with a highly experienced financial planning team. My team, a senior financial planner with 22 years of experience and a CFA with over 20 years experience in portfolio analysis, possesses the professionalism and product knowledge to service your financial needs at the highest level.

We can provide access to a wide variety of products and planning services to meet your financial goals, estate planning requirements, insurance and income protection needs. Whether you wish to prepare for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Education

University of Washington (2005-2009), BA in Spanish and Psychology
Universidad de Guadalajara (2006-2007), Ciencias Sociales y Humanidades, BA in Letras Hispánicas

Hobbies

Cooking
Salsa Dancing
Pinochle game nights with neighbors
Learning to skateboard

Affiliations & Memberships

NAIFA
Member of Bethany Community Church

Community Involvement

Volunteer translator for Child's Passport to Health since 2018
Bethany Community Church International Mission team ambassador since 2014

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Estate Planning
  • Charitable Giving
  • Risk Management Strategies
  • Financial Education
  • Retirement Strategies
  • College Funding Strategies

Languages

  • English
  • Spanish

CRN202209-271020

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