Financial & Investment Services
My journey to becoming a financial advisor was built on my experience working with a variety of entrepreneurs and individuals. My curiosity has taken me to many corners of the globe and good fortune has given me the opportunity to live and work in many countries. These experiences have given me a global perspective that helps me better serve individuals and business owners alike.
As a financial advisor, my goal is to help provide you with complete financial organization. I'll think of everything to help keep all of your goals on track. That way you can enjoy everything you want to enjoy.
I'll partner with you to create strategies that address what's most important to you. I'll also work closely with your CPA, attorney and other professionals, so that I can determine what's most appropriate for you, your family and business. Areas that I can help you with are strategies for wealth accumulation, distribution and protection, as well as business retirement and continuity plans.
I'm an active board member at International Focus and Prospanica. I'm also the Women and Diversity Inclusion leader for my firm in the Raleigh area.
I graduated cum laude from North Carolina State University in 2002 with a Bachelor of Science in economics. I am also fluent in Spanish and Portuguese.
During my free time, I enjoy spending time with my family and friends, traveling to new destinations, trying new foods, weekend trips to the mountains and the beach, and keeping an overall active lifestyle through fitness, kayaking and skiing.