Meet the Team

My Role

As Director of Portfolio Management, I work closely with Avier’s Lead and Associate Advisors to deliver strategic investment solutions tailored to our clients’ needs. I serve as a liaison between our advisory team and our clients, ensuring alignment and execution.

With 25 years of experience in the financial industry, I bring a broad understanding of the markets. I began my career in Equity Research and then transitioned to working with high-net-worth clients. This diverse background enables me to provide thoughtful, informed guidance across a wide range of investment and wealth management needs.

My Story

My husband and I live in Chandler, AZ. We are empty nesters now that our children are attending college at Northern Arizona University and the University of Arizona. We enjoy spoiling our Chihuahua–Pug mix, Dukey.

After graduating from NYU, I began my career in Equity Research, holding positions at major Wall Street firms. I transitioned to working with high-net-worth clients through various Registered Investment Advisors (RIAs), as well as with Charles Schwab.

In my spare time, I enjoy baking, working on puzzles, and traveling to tropical destinations. I stay active through hiking and Zumba and am currently relearning Spanish and brushing up on my Korean.

Education

Bachelor of Arts in Economics, New York University

Designations

• CERTIFIED FINANCIAL PLANNER™ Professional
• Certified Investment Management Analyst®

Licenses

Series 65