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.

Currently, as an Associate Representative at Thrivent, I continue to utilize my prior experience with high-net-worth clients to help bring personalized wealth management solutions for individuals, families, and organizations. My focus is on providing tailored solutions that address their unique financial situations, all while ensuring tax efficiency and optimizing long-term outcomes.

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 Counsil, Denver Zoo Conservation Alliance
Volunteer: Junior Achievement, Adelante Mujer, Arrupe Jesuit High School, Latinas First Foundation, and Latin American Educational Foundation.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.