I recently relocated from California to Texas and am a new mom. I’m now more focused on helping my clients on a macro-level.  Part of being a business owner is always evolving and I am glad to see my team still thriving. 

I have been passionate about money since the early days. One of my fondest memories as a kid is going to my aunt's office and helping her count money, ordering it by amounts and colors. I will never forget the day she gave me a real calculator that was meant for adults. Still one of the best gifts I’ve ever received, to this day. 

As a proud first-generation Latina, I’ve seen my community, especially newly arrived successful individuals, a little overwhelmed with all the information out there. I love to guide them on the best financial strategy that fits their exact needs and help them protect, build and grow their wealth. If you feel this resonates with you, let’s work together. 

I love collaborations and recently partnered with Agenda Proyecto Doce and helped craft the financial templates for the personal planner that came out this year 2022. And one of the things coming up that  I’m more excited about is Latinas Making Dinero, a yearly retreat for ambitious women. 

Another exciting thing going on this year is Confessions of an Insurance Professional, quarterly webinar series where two other amazing women and I get together to share our experiences in the industry. 

Besides working on my two businesses, I often travel around the country speaking at conferences to spread the financial knowledge I’ve learned and hopefully have inspired others. 

When not working I enjoy spending time exploring Texas with my husband and my new baby in the search for the best spot for chilaquiles and reading a good book.