MY FINANCIAL SERVICES CAREER BEGAN IN 2020
I started off as a bank teller and from there the joy of helping people learn financial literacy grew. I went on to becoming an associate banker and working closely with financial advisors. After that I knew I wanted to learn more and so I decided to implement my knowledge into learning more about wealth management. I have built many relationships with clients over the years and its safe to say that I find those relationships to be the most rewarding part of my job. I like to consider myself a collector of knowledge and it’s what drives me to continue helping clients reach their financial goals.
MY PRIVATE VISTA
Spending time with my daughter (age 4). We live a very fast paced life, and I like to keep busy so I like to spend as much time as I can with her. Whether it’s playing games (she’s really good at domino!) having picnics, or cuddling up with all our pets to watch a movie. I hope to travel with her this year and take her to visit my hometown in Mexico so she can see where I grew up and so she can fall in love with our culture too.
COMMUNITY INVOLVEMENT
PTA, Jordan Community School
Volunteer, Centro Romero
EDUCATION
Associates Degree, Harold Washington College