About

My career started in the home builder sector in Phoenix, AZ prior to and during the Global Financial Crisis. During this time, I earned my Economics degree at Arizona State University.

After graduating in 2010, I joined Charles Schwab and spent 9 valuable years there. Initially I held roles helping clients with trading stocks, bonds, and more complex option strategies. Then Schwab Bank clients with their mortgages and pledged asset lines. I worked my way up to VP – Financial Consultant in Seattle, WA and earned the Certified Financial Planner designation and have enjoyed nerding out on financial planning ever since. I worked with high-net-worth individuals and families, a mix of highly compensated employees, business owners, and retirees, managing the financial plans and investments for over 400 households. As an FC, I noticed ever-growing client demand for tax planning, a skillset I wanted to develop to help clients. 

In 2019 I joined Moss Adams, a top accounting firm. As a lead advisor in their wealth management division, I helped primarily business owner clients manage their financial planning and investing needs. I worked alongside their CPA as their businesses grew, were sold, and prepare for retirement. 

Member of:

NAPFA     XY Planning Network     Fee-Only Network

Towards the end of my time at Moss Adams, I relocated back to Phoenix to be close to family again.

During this time more and more people in my network and closer to my age demographic (40s) started coming to me wanting comprehensive financial advice. Many of their personal balance sheets have assets, but in areas other than just brokerage accounts, such as real estate or tied up in their small business, or their company sponsored employer retirement plans. People who don’t fit neatly into large financial firms AUM (Asset Under Management) fee models, and I would have to refer them away.

I was determined to start my own firm to help fill this gap.

With over 15 years of experience in the healthcare industry, I’ve had the privilege of working directly with a wide range of different communities. I have also managed millions of dollars in grant funding for these communities.

My passion for building meaningful connections has been the driving force behind my career. I am channeling that energy into supporting Providers Wealth.

When I am not helping with the business, you can find me at the local parks with our two boys, or out for a run, leading a community women’s running group “Latinas Run.”

I look forward to meeting you!  

We met at ASU and have been together since, 17+ years now. We have two boys who keep us busy with sports and jungle gyms. When not working you’ll likely find me enjoying time with family and friends.