My approach to investment management and financial planning begins with genuine curiosity. Understanding and gaining clarity on your goals, values, and current situation allows me to tailor an investment strategy and collaboratively work with you on a financial plan. This process keeps us accountable to review your goals and allows for flexibility, because life happens.

My education includes a Bachelor of Science degree in Marketing from Grand Canyon University. I also hold the Accredited Portfolio Manager Advisor (APMA) designation as well as the Series 7, 66, and Oregon & Washington Life and Health Insurance licenses.

I was born in Bogota, Colombia, adopted by loving Italians, and raised in Phoenix, Arizona. In 2009 I moved to Portland, Oregon pursuing a career in music. I am still active in the music community and believe wholeheartedly in integrating professional structure with creative ingenuity.