I believe that the most important thing I can do for my clients is to help them stop focusing on savings and instead focus on life events that give them joy, meaning and purpose.

My Process:
The best way to measure investment success is not by whether you are beating the market, but whether you have put in place a financial strategy and behavioral discipline that are likely to get you where you want to go.
My background as an engineer with an analytical mind is an advantage I use to customize investments strategies and solutions tailored to each client' situations and at every stage of the wealth cycle, from accumulation and preservation to distribution and estate considerations.

Why Me:
I have been in the financial service industry since 2000. I started in Silicon Valley in California as a private banker for Wells Fargo Bank and VP private client advisor for US Trust, Bank of America covering the areas of San Jose, Palo Alto, Woodside and Menlo Park and Merrill Lynch after relocating to Utah in 2015. I received my bachelor's degree in industrial engineering from Callao University in Lima, Peru. I also hold the CFP® (Certified Financial Planner™) certification*. With 20 years of experience, education and a great depth of knowledge, I empower my clients to make smart choices about money.

I look forward to having a conversation and helping you make informed decisions about your financial future.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Divorce Finances
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Special Needs Financial Considerations

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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