My work at Meira...
I work closely with the advisory team in all matters relating to financial planning, portfolio management, and supporting the development of our in-depth planning expertise. I love to learn, and feel I am a perpetual student and want to share my knowledge while helping people. I am a strategic thinker and enjoy doing research. I enjoy developing long-lasting relationships with my clients and helping them live their life fully.
… and beyond.
My education has been a priority, achieving my Masters in Management Practice from Colorado State University, plus a Master’s of Science in Zoology. I am a career changer. For several years, I worked in genetics labs doing research from Tuberculosis drug development to the genetics of the malting process. I also ran a small dog training business before deciding to go back to school to obtain more business and financial planning knowledge. I have been working in the financial planning industry since 2013.
Volunteering and giving back to the community have been important to me. I am a board member of the Financial Planning Association of Miami Dade. I am currently the Chair of Nexgen & FIU Student Chapter Liaison. I enjoy giving back to the profession and helping others on their path to becoming a CFP®. This year, I have volunteered with Miami Catalyst and prepared tax returns for people in need. I have a retired, energetic Australian Shepherd that has competed in AKC obedience dog shows. I enjoy traveling, dancing, paddle boarding, Pilates, and scuba diving during my time out of the office.
Reimagining life's defining financial moments. Together.SM