I have worked for Wells Fargo since 2010, but my career really started in 2014 as a registered client associate, supporting advisors with their clients and facilitating their growth. It was during my time as an associate that I realized I was passionate about helping people beyond service and administrative tasks. I wanted to be in the position to create long term plans for clients and help them pursue and attain their financial goals.I graduated from Cal State Fullerton with a Bachelors in Finance and earned a Masters Degree in Professional Studies with a focus on Wealth Management from Columbia University. At Columbia, I discovered behavioral finance and how much it can benefit people to talk about money, not just save it. I determined that my calling is to build deep and meaningful relationships with my clients and to be a part of their lives. My career is dedicated to helping clients with all aspects of their finances, including retirement planning, estate and legacy planning, wealth accumulation, wealth transfer, insurance solutions and business succession. \t\t\t\t\t\t\t\t\tFun fact - I was born and raised in El Paso, Texas. While Im not working, I am spending time with my husband, our son Jack, and our daughter Quinn. Our free time is spent watching or attending sporting events, visiting family, gardening, or on road trips. My creative outlets include colored pencil drawing, watercolor painting, and gluten free baking. I am a former president of the Women of Wealth Management Club at Columbia University, a current member of the Wells Fargo Volunteer Network, and I enjoy giving my time to my church and local non profits.