Meet Our Team

Focus

As a Financial Advisor, I am dedicated to helping individuals, Families and businesses develop financial, investment and risk mitigation strategies that line up with their needs, goals and risk tolerance. My mission is to empower every client through targeted, comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.

Background and Experience

I began my finance career in 2011 with Wells Fargo Bank in Logan Utah. During my 13 years with Wells Fargo Bank, I mastered my role as a Teller, Banker, Service Manager and Branch Manager. Leading multiple teams and branches in Utah as well as Idaho. I Specialized in credit, financial planning, and retirement. In 2022 I joined Wells Fargo Advisors as a Registered Client Associate working with a team in Logan, Utah and Idaho Falls. As a Registered Client Associate, I assisted my team in implementing an efficient onboarding process, streamlined our service model, hosted successful client events, and implemented retirement plans. In 2023 I was promoted to the position of Financial Advisor with Wells Fargo Advisors.

Personal Life

I have a passion for serving others and working with young children in my community. I enjoy pushing myself out of my comfort zone and recently ran my first 5k. My favorite places to travel are Mexico City and Cancun where I enjoy the fast-paced city life as well as relaxing on the beach. My husband Manuel and I live in Logan, Utah with our daughters Elise and Naomi. As a family we enjoy traveling, pickle ball, swimming, and biking.