Career
I’m a passionate a financial advisor working at a Fortune 250 wealth management firm. I aim to serve my clients through comprehensive advice while tailoring to each client’s unique financial goals. I get great fulfillment from this work and I love doing it. My career allows me to make a difference in family’s lives and while studying investments. It’s a perfect fit.
I started working in financial services in February 2019. In December 2019, I earned my Chartered Retirement Planning Counselor® (CRPC) designation from the College for Financial Planning. I plan on continuing education and earning designations to test my abilities. I want to continue to grow my knowledge and build out my toolkit.
After finishing my MBA at the University of Nevada, Reno I moved south to Las Vegas, Nevada to be close to family and started working with multiple companies as a digital marketer. During my time working with the Nevada Small Business Development Center, I gained extensive knowledge in relationship management, financial projections, and marketing strategies which I used to help clients expand their business, improve sales, and realize their entrepreneurial goals. During my nights, I developed myself into a digital marketing expert. I became highly proficient with the abilities to teach and execute: Search Engine Optimization, Google Ads, Google Analytics, web development, content creation and social media. Although I was highly skilled at it, I wasn’t very passionate about it. So I decided I would work in a field I want and joined financial services.
I was always highly passionate about researching investments and the stock market. I’m fascinated with intricate financial products and learning how they work. I was absolutely ecstatic to join a large wealth management firm and start a career with a team that shares my values and interests. I’ve always wanted a career where I feel like I was making a difference and wealth management allows me to use my interests to make a positive impact on people’s lives.
I started this career in early 2019 and I’m thankful for every day I get to work. I’ve had some hard days and some fabulous days, but at the end of each day, I know my effort is valuable. I feel like I’ve found my industry and I’m very excited to see where this career will take me!
