As an Associate Advisor with a background in social work, my mission is to empower clients to thrive - not just survive - in their relationships, in their careers, and in their finances. There is nothing more fulfilling to me than collaborating with our clients to capitalize on their inherent abilities, connecting their passions with their skillset to meet a relevant need in the world, all while securing their own path to financial freedom. That's where the magic happens. That's where social justice meets financial planning.
Prior to joining Advanced Wealth Strategies in 2023, I worked in the roles of Retirement Income Specialist with Ash Brokerage, RIA Consultant with Palladium Group, and most recently as a Licensed Assistant with LPL Financial. I graduated from Taylor University in 2017 with a bachelor’s degree in social work.
I currently hold a Life & Health Insurance License, FINRA Series 7, Series 66, Retirement Income Certified Professional® designation, and National Social Security Advisor® certification. As a part of my ongoing professional development, I am actively pursuing the CERTIFIED FINANCIAL PLANNER™* designation.
My husband, Carlos, and I live in Detroit with our tabby cat, Lunar, and Labrador/Newfoundland puppy, Viera. Together, we enjoy being active outdoors and taking advantage of the beautiful Michigan seasons by hiking, skiing, and camping whenever possible. We also love to travel within the United States and beyond, often spending time in Texas with Kaitlyn’s parents and Colombia with Carlos’s family.