My biggest passion, and what speaks to my heart, is utilizing my financial knowledge to help clients reach their most important goals.

I started my career as a Certified Public Accountant, which is where I gained a strong background in individual income tax analysis. Back in 2002, I decided to switch careers to become a financial planner and obtained my Personal Financial Specialist designation. Since then, I discovered my true passion of helping people reach their goals and dreams.

Through the years, my background in individual income tax, risk assessment and financial and estate considerations allowed me the opportunity to work with clients and help them through the planning process to not only make informed decisions, but to implement them as well. My clients' continued progress towards their goals is how I measure my success as a financial advisor.

Prior to my career at Edward Jones, my most recent background included working as a Senior Planning Specialist at UBS Private Wealth Management. My part of the team focused on building advanced planning strategies for clients and helping implement them.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what is important to you. Whether you're planning for retirement, saving for college or just trying to protect the financial future of the ones you love, we can work together to develop a tailored financial strategy for you.

Languages:
Fluent in English and Spanish

I am an active member of the community which includes memberships in the following organizations:
* Financial Planning Association of Puget Sound
* Washington Society of Certified Public Accountants
* American Institute of Certified Public Accountants (AICPA)
* East King County Estate Planning Council
* Seattle Children's Legacy Advisors

Education:
Bachelor of Science in business administration with accounting major - University of Puerto Rico, Rio Piedras Campus

My Personal Interests

  • Community Outreach
  • Soccer
  • Spending Time with Family
  • Traveling
  • Music

Office Information

Office Address

9776 Holman Road NW Suite 106 Seattle, WA 98117

Office Hours

Office Hours
Weekday Availability
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
Request an Appointment

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