Personal

Milwaukee born and raised on the Southside by Mexican parents from Nayarit. Lupita was born with several medical/nutritional issues leading her to a life where she is conscious about her health, eating well and working out. Her health issues through childhood have also contributed to her strong belief that planning is important! She attended Milwaukee Public Schools and became a product of TRIO (a federally funded program) leading to her becoming the first in her immediate family to earn a degree graduating from Marquette University. She is passionate about helping her community. Lupita also loves traveling, attending Milwaukee summer events like "Chill on the Hill" and Summerfest, and hanging out with her Bulldog!

Professional

Lupita has always have been in the people business after college recruiting for 7 years in industries including but not limited to financial, sales, technology, administrative, and manufacturing. Her work ethic and hustling attitude started young helping her mom with her residential cleaning business. By the time she was on her way to college she had experience working for non-profits, retail stores, and restaurants. Lupita values hard work and understands the grind it takes to provide for families resulting in her passion beyond finding careers for others. Today she is in her purpose of helping individuals and families make their hard earned income last to allow their dreams to manifest and to leave a legacy that impacts multiple generations.

Licensed in the following states:

  • Wisconsin
  • Illinois
  • Kansas
  • Texas
  • Utah
  • New York
  • New Jersey
  • Virginia
  • Florida
  • Minnesota
  • North Carolina

(I understand this list is subject to change. I will keep list up to date so it is accurate at all times.)

Education

Marquette University, International Affairs (Bachelor of Arts & Sciences)

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:

Special Spaces

I'm a proud volunteer for Special Spaces, an organization where we created dream bedroom for children with childhood cancer.

3 year old dino bedroom

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.

Alex's Lemonade Stand logo

Milwaukee Center for Children & Youth

Proud board member of MCCY, an organization on the Southside of Milwaukee that provides resources and a safe space to children and family who are victims of domestiv violence or abuse.

MCCY in milwaukee

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Disability Planning

Retirement Planning & Income Strategies

Business Employee & Executive Benefits Planning

Multigenerational Planning

Education Planning & Funding

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.

Downtown Milwaukee, WI Skyline