My Mission
My mission is to empower others to have a better relationship with money. I aim to share my knowledge to educate, provide clarity, and give others the tools to make important financial decisions to impact generations to come.
About me
Hello and thank you for visiting my website! A bit about me...I grew up in New Mexico and graduated from New Mexico State University with a dual bachelor's degree in Finance and Business Computer Systems.
Growing up I played competitive golf and had the privilege of traveling throughout the United States. My most memorable trip was representing the state of New Mexico at the Girl's Junior Americas Cup in Waikoloa HI.
Prior to launching my career in the financial services industry, I worked as an Accounting Manager for 8 years. Being a Managing Director and Financial Advisor I am privileged to make a positive impact in the lives of the clients I serve and the individuals I help to launch a career as a Financial Advisor.
In 2017 my family relocated from New Mexico to the Chicagoland area. I live in Lisle, IL with my husband, 3 kids and bernedoodle. Most of my free time is spent volunteering for my kids activities, but you will find me at sporting events or on the golf course.
Volunteer work
I sit on the board CREO Dupage, which provides resources to Latino students including; college preparation assistance and job search assistance. Our goal is to offer knowledge and guidance through college and beyond!
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Here are my areas of expertise
Retirement Planning & Income Strategies
Business Planning & Succession
Business Employee & Executive Benefits Planning
Disability Planning for Physicians & Dentists
Investment Planning & Strategies
Insurance Protection Strategies
Estate Planning
Multigenerational Planning