As a Wealth Advisor at Elevation Wealth Partners, I have dedicated myself to helping individuals and families navigate the complexities of financial planning and investment management. With over six years of experience in the financial services industry, my responsibilities encompass a wide range of tasks, including portfolio development, trading, financial plan development, and advising clients. What truly sets me apart is my specialization in working with bereaved families to handle every aspect of their loved one’s estate and with millennials to build wealth and start on the path to financial success.
Motivated by the desire to increase my knowledge and deepen client relationships, I have obtained the Certified Student Loan Professional® (CSLP®) designation and am currently a CERTIFIED FINANCIAL PLANNER™ (CFP®) Candidate. Additionally, I hold the Series 7 & 66 securities licenses and am licensed for life and health insurance in New Mexico. These certifications and licenses enable me to provide comprehensive and well-rounded financial guidance to my clients.
When it comes to my career, what I find most fulfilling is the ability to make a significant difference in people's lives during challenging times. Guiding clients through financial transitions, helping them find stability and peace of mind, is a responsibility I take to heart. I firmly believe that the greatest value I can provide to my clients is the patience and tenacity to break down complex financial tasks into manageable steps. By providing clear explanations and offering ongoing support, I strive to empower my clients to make informed decisions and achieve their financial goals.
Outside of the office, I lead a balanced lifestyle that allows me to recharge and engage with my community. I am an avid skier and frequently enjoy hitting the slopes at Ski Santa Fe. Additionally, I can often be found eating a green chile cheeseburger, a local favorite. Giving back to our community is also important to me, and I actively seek out opportunities to contribute and make a positive impact.