Biography

I began my career in wealth management at Ascent Private Capital Management of U.S. Bank focusing on ultra-high-net-worth clients. As Assistant Vice President and Project Manager, I played a key role in supporting the Family Office Services division, specializing in wealth planning, CFO services, and risk management. I also served on the committee tasked with expanding business succession planning and philanthropy services on a national level.

In August 2022, I transitioned to U.S. Bank Private Wealth Management as a Private Wealth Advisor, where I assisted high-net-worth clients in navigating complex wealth and charitable strategies.

I was born in Lima, Peru, where snow was something, I only saw in movies. Fourteen years ago, driven by a dream to snowboard, I packed my bags and moved to the Colorado. What started as a love for the mountains turned into a journey of growth, purpose, and connection. That one bold step taught me that following your passion can open doors you never imagined—and it’s been an adventure ever since.

Outside of work, I enjoy international travel, sailing, golfing, and snowboarding, while also dedicating time to volunteer efforts that empower individuals and create positive change in my community.

Education

Series 66
Series 7
Life and Health Insurance
Metropolitan State University: Bachelor of Science – Finance
Universidad de Lima: Bachelor of Science – Business Administration

In The Community

Member of the Leadership Council, Denver Zoo Conservation Alliance
Volunteer: Junior Achievement, Adelante Mujer, Arrupe Jesuit High School, Latinas First Foundation, and Latin American Educational Foundation.

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Designations

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