Professional
As a holistic Financial Advisor, I specialize in business, family, and estate planning and creating a greater legacy. My mission is to provide comprehensive financial strategies that help my clients achieve their long-term goals and secure their family's future.
With a focus on business planning, I offer tailored solutions for entrepreneurs and business owners, aiming to help ensuring strategically position their ventures for growth and sustainability. My expertise in estate planning helps clients manage and transfer their wealth more effectively, employ tax-efficient strategies and honor their wishes.
I am also deeply committed to serving the faith-based community. I understand the unique values and priorities that faith can bring to financial decisions, and I tailor my advice to help ensure that financial plans align with spiritual and ethical beliefs. Whether it’s charitable giving, faith-aligned investments, or stewardship planning, my goal is to help clients integrate their faith into their financial lives.
Legacy planning is at the heart of my practice. I work closely with clients to help them define and create a lasting legacy that reflects their values and aspirations. Whether it's leaving a philanthropic impact, ensuring generational wealth, or preserving family harmony, my objective is to provide you with the tools and resources you need. Let's work together to help plan a secure and prosperous future for you and your loved ones.
(Fluent in Spanish)
Personal
Born and raised in Chicago, I am the tenth of twelve siblings. This familial environment instilled in me a profound appreciation for family life from an early age.
I have been blessed with two wonderful children, Andres Baltazar and Gabriela Baltazar, both of whom have pursued successful careers at Northwestern Mutual—Andres as a Financial Advisor and Gabriela as an Executive Assistant. I am proud to be a grandmother to two wonderful grandchildren and deeply value leaving a meaningful legacy for them.
My guiding principles revolve around faith, family, and friendships, which are the treasures I hold most dear in life.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
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.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
