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As a CERTIFIED FINANCIAL PLANNER®™ (CFP®) I have extensive working knowledge of financial planning. I approach decision making from a risk oriented, goals-based perspective. Throughout my career, I’ve worked with various corporations, corporate executives and high net worth individuals.

As a former adjunct professor at the Community College of Southern Nevada and the continuing education division of University of Nevada, Las Vegas, I enjoy educating those that entrust me with their hard-earned savings by providing time-tested sound financial advice.

Recreationally, I love spending time with my wife and exploring all the different restaurants Las Vegas has to offer.

I look forward to meeting with you, learning how I can assist, and earning your confidence, trust and business.

CA Insurance License Number: 0A61860

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I am well-versed in providing guidance on retirement planning, investing, insurance, education funding, debt management and estate planning strategies.

I understand each client is different - from a new investor to one with years of experience - and I appreciate your individual circumstances. My goal is to work closely with you to better prepare you for the future you envision.

In a prior role, I functioned as a Wealth Planning Analyst at UBS. In this position I worked collaboratively with financial advisors in Nevada, Utah, Idaho and Montana offices to help clients pursue their goals through comprehensive planning.

I earned a B.S. from Purdue University and I am an Accredited Wealth Management Advisor. I hold the Series 7 and 66 securities licenses as well as life and health insurance licenses.

I reside in Henderson and enjoy cooking, fitness and spending time with my family.

CA Insurance License Number:0K96037

With over a decade of experience in the financial services industry, I strive to deliver exceptional customer service and a positive experience for every client ensuring the smooth operation of our business.

I was born in California, but soon after my dad was transferred to work at McCarran International Airport making Las Vegas my place to call home. I attended Community College of Southern Nevada and shortly after started a family of my own. I am proud to say I’m a mother of three wonderful adult children and one amazing grandson.

Being a huge animal lover, I have dedicated 200 hours of volunteering at the Animal Shelter, and get the most pleasure from my own dog, LuLu. I also enjoy family time, music, nature and trying new restaurants with my boyfriend.

Born in Cebu, Philippines, and raised in Las Vegas, I began my career in hospitality with brands like MGM Resorts International and Hilton, working at iconic properties such as the Bellagio and Hotel Del Coronado. Through roles in meetings & events, VIP services, and sales, I developed strong communication, active listening, and relationship building skills, which I carried with me in my role as a Client Associate at UBS.

I started my journey with UBS as an intern, gaining valuable financial industry experience under the guidance of The Rosenberg-DiPace Group.

I am currently pursuing a Bachelor of Science in Accounting at the University of Nevada, Las Vegas while continuing to grow with UBS, combining my hospitality background and financial knowledge to help clients achieve their goals with integrity and professionalism.