I work closely with my clients to provide personalized wealth management services to help build, preserve, and transition wealth. I am personally invested in my clients’ financial lives and well-being, endeavoring to be a trusted resource for all financial needs.

I grew up in Albany, Oregon, where I played football, baseball, and basketball at South Albany High School. I then attended Willamette University, where I earned a Bachelor of Science degree with a major in Psychology, while playing football and baseball.

Following college, I began my career in serving other people. For over 20 years, I held several roles with the Boys & Girls Club of America in several northwest cities.  This culminated as the CEO for the Boys & Girls Club of Albany, OR.  My last project was a $6 million dollar capital campaign raising funds for an indoor soccer facility and teen center.

In 2013, I took my experience in non-profit organizations and applied it to serving individuals on a personal level as a financial advisor and have loved every minute of it. I take pride in creating long-lasting relationships with my clients, while helping them meet their financial goals.

When I’m not working, I take great joy in spending time with my wonderful wife of 25 years, Karli, and two amazing kids. I also enjoy fishing, hunting, and watching my daughter play volleyball.

CA Insurance License # 0K75993
Resident State: OR

I truly believe in providing the best possible service to others, not only from a business perspective, but in all areas of my life. This is demonstrated by my involvement in my church, hospice care and in my interest in the environment through beach and riverside clean-up. Our clients expect a “standard of care” well above and beyond normal client requests. With over 35 years of financial industry experience, employed through three different firms, Paulson Investment Company, Morgan Stanley, and now Wells Fargo Advisors, I bring to the team the necessary experience to help achieve and exceed our client’s expectations. Born in Salem, raised in Silverton, and now living in the Stayton area, I’ve really come to enjoy gardening, quilting, dancing, and occasional travel. As a mom of three adult children, the time spent with my family is the most enjoyable and is the centerpiece of my life.

I am dedicated to delivering a full-service experience that combines personal attention and care with each client. My commitment to our clients is to enhance and deepen relationships with the utmost level of professionalism. I am proud to be the newest addition to the team.

I earned a Bachelor's degree in Business Administration and Management from California State University, Chico. It was during my time in college that I began my career at Wells Fargo, over 12 years ago. What started out as a part time job to put myself through school turned out to be my calling. I have a true passion for helping others and assisting clients achieve their financial goals. My background is in consumer and commercial banking and lending, specializing with high-net-worth clients.

Born and raised in California to Mexican-American parents, I saw firsthand how community and financial literacy is key to financial success. Being fluent in Spanish has allowed me to support clients in the Hispanic and Latino communities. I am a member of both the Hispanic & Latino Employee Resource Network and the Veteran’s Employee Resource Network within Wells Fargo. I strive to advocate for the local community by volunteering and giving back however I can.

Apart from serving the community, my family is very important to me. I enjoy spending quality time with my husband, Christian, who is an Army veteran. We love the outdoors, travelling, and trying new foods. Together we have visited family and friends in various states and traveled out of country. Our biggest adventure to date is a cross country move from North Carolina to Oregon. 

I look forward to working with you and welcome the opportunity to assist you.

CA Insurance Lic.#4351744, Resident State OR