I’ve always been fascinated by personal and business finance, first applying everything I learned to my own life before deciding to help others do the same. For nearly 10 years, my mission has been to help individuals, families, and business owners demystify their finances, take control of their financial futures, and bring their biggest goals to life.
A huge driving force for me is my three daughters. Through my career, I want to show them the value of hard work, teach them the power of financial independence, and prove to them that if you follow your dreams, anything is possible.
Backed by a dual Bachelor of Business Administration degree earned in Colombia and Canada, I bring a holistic and well-rounded approach to wealth management. I’m also a graduate of Cornell University’s DEI program and have greatly enjoyed serving as a community business counselor. As a bilingual professional, I genuinely love using my language skills to build authentic connections and bridge gaps for our clients.
I’m incredibly excited to continue growing by pursuing my CFP® designation alongside the Terra Blue team. Joining a certified B Corp feels like the perfect fit because I truly believe financial planning goes hand in hand with our social and environmental values. I look forward to putting my experience into practice here, learning from this exceptional team, and delivering even greater value to our clients.
Home for me is Beacon, New York, where I balance my professional focus with an active lifestyle and a wonderfully busy family life. When I’m not working, I enjoy staying active, exercising, and spending weekends outdoors camping, hiking, and exploring the beautiful local scenery with my husband, our