Meet the Team

My Role

As Director of Client Service, I ensure an optimal client experience by delivering first-class service. I lead seamless onboarding and operational excellence by collaborating closely with our Lead and Associate Advisors along with our Client Service Associates. While managing diverse operational functions, my primary focus is delivering white-glove, personalized service to our clients, ensuring every interaction reflects the high standards of Avier Wealth Advisors. My role bridges operational efficiency with personalized attention, ensuring a streamlined journey that allows clients to focus on what matters most to them, while we handle the heavy lifting.

My Story

I am a San Diego native who loves to run. I’ve competed in 10 full marathons (my favorites being New York and the Nike Woman’s in San Francisco), and 15 half-marathons. While I no longer compete today, I still enjoy running. I also love volunteering my time coaching my son’s school soccer and basketball teams and serving as his school’s PTA President.

My greatest joy comes from spending time with my husband, Steve, and our young son, Paul. We are total Disneyland, Star Wars, and Lego nerds. Nothing is better to me than spending time with my boys in America’s Finest City.

Education

San Diego State University

Designations

Financial Paraplanner Qualified Professional™