My Story
Born and raised in Trujillo, Peru, I’ve always had a passion for helping others. My journey into finance was guided by my desire to assist clients in achieving their investment goals. I’m proud to bring my background in Educational Psychology and my experience in finance to Davidson Wealth Management, where I serve on our Client Fulfillment team.
My Focus
As a Registered Client Experience Associate at Davidson Wealth Management, I assist clients with a wide range of requests, from IRA distributions to new account openings. My goal is to ensure that our clients receive the support they need to achieve their financial goals. I’m always looking for ways to improve our processes and provide the best possible service to our clients.
My Life
Outside of work, I’m passionate about staying active. I enjoy Zumba, paddleboarding, and spending time near the water. My personal philosophy is to be yourself and always do your best—a mindset that guides me in both my professional and personal life. I’m also proud to have been a national champion in the 100-meter butterfly at the age of 12, a testament to my dedication and drive.
