Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BS Bachelor of Science, International Business, Johnson & Wales University, Denver, CO

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Forbes Best-in-State Women Wealth Advisors, 2022, 2023, 2024
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Client Experience Award, 2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018, 2021

Honored to be recognized in Forbes

I’m excited to share that Luminate has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

Board member of Girls Inc. of Greater Houston

Volunteer at Houston Food Bank

Volunteer at Books Between Kids

Sponsor of Vecino Health Centers

Participant of Susan G. Komen Race for the Cure, Walk to End Alzheimer's & St. Jude's Walk/Run to End Childhood Cancer

Interests

  • I am originally from Mexico, but was raised in Houston most of my life. I became a US Citizen in 2017.
  • I attended college in Denver, Colorado. It has remained one of my favorite places to visit.
  • My husband and I love to travel and our goal is to visit one new country a year. We visited Morocco & Portugal this year!
  • I consider myself a foodie! My husband and I enjoy visiting new restaurants in Houston but also enjoy cooking at home.
  • I am on the Board of Directors of Girls Inc. of Greater Houston. Their mission is to inspire girls to be Strong, Smart & Bold.
  • I enjoy volunteering and fundraising for local and national organizations.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.