“Wealth is not about money – it is about being in a position to do the things that matter most to you.”

Background and experience

For over two decades, I have helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.  With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services our clients deserve.

Growing up in a family owned business, I have a keen interest in working with small business owners and entrepreneurs. I previously owned a firm that served broker dealers and trust companies nationwide. I sold this business in 1997 and consulted with the purchaser until 2001.

In 2001, I joined Edward Jones as an Investment Representative in Jupiter, FL. In 2005 I joined Citigroup Smith Barney, a predecessor firm of Morgan Stanley, to take a team approach in providing personalized financial advice for individuals and families.  In 2014, I joined Wells Fargo Advisors as a Senior PIM Portfolio Manager and Vice President- Investment Officer. In 2022 I became Managing Director of an independent practice with Wells Fargo Advisors Financial Network.

I have a Bachelor of Business Administration with a major in Finance and Financial Planning Specialty with Highest Honor.  In addition, I earned the CRPC® designation (Chartered Retirement Planning Counselor), from the College for Financial Planning.  I hold the Series 24, 7, 63 and 65 registrations, Life and Health Insurance and Variable Annuities Licenses.
 

Away from the office

I enjoy music, reading, movies, and cooking.

“While each client relationship is unique, our motivation is the same– ensure everyone has confidence they are on track to achieve their goals.”

Background and experience

I started my career in my native country of Colombia, working with Citibank as a Relationship Manager of corporate clients.  I moved to Florida in 2001 when I joined Wachovia Bank, now Wells Fargo Bank, N.A. where I worked in the retail and wholesale banking areas.  Prior to returning to Wells Fargo Advisors, I worked at Morgan Stanley as a Financial Advisor.

My academic achievements include a Bachelor’s in Business Administration Cum Laude and a Master’s Degree in Finance from Icesi University in Colombia.

I hold the Series 9, 10, 7 and 66 industry registrations,  Life and Health Insurance, Variable Annuities Licenses.  In 2018, I received a Certificate in Financial Planning from the University of Miami.  My education and experience have fostered my practical approach to offering financial services and advice to clients.

Away from the office

I love cycling and support different charities through bike rides organized by Hope Ride for Freedom against human trafficking and the National Multiple Sclerosis Society to find a cure.  In addition to cycling, I enjoy swimming, traveling and dancing. I am currently learning Italian, a language that I love. I live in Palm Beach Gardens, Florida with my husband Michael.

"Client-first service means that when you call Cadence Retirement Group, you talk to our team and get the answers you need."

Background and experience

I began my career as an elementary school teacher. After eight years in the field of education, I decided to begin working toward a new professional goal. I hope to use the skills I learned in my former profession to help our clients learn and achieve their financial goals.

I have a Bachelor of Arts in Elementary Education from the University of Florida where I graduated Cum Laude. In 2021, I earned the Certificate of Financial Planning from the University of Miami, then obtained the CFP® certification in December 2024. I hold the Series 7 and 66 registrations as well as Life and Health Insurance and Variable Annuities Licenses.

Away from the office

I live in Hobe Sound, FL with my husband Kevin, our daughter Charlotte, and our pets. I enjoy reading, spending time with my family, and volunteering at the local elementary school.

"Providing excellent service means being both responsive to clients and committed to keeping every detail organized and running efficiently."

Background and experience

I have been in the financial services industry for over 20 years. Prior to joining Cadence Retirement Group, I worked with the Private Client Group at Wells Fargo Advisors, Morgan Stanley and Edward Jones. I also previously worked as a 401k Plan Administrator. 

I am involved with the administrative aspect of the business and spend most of my day interacting with clients to ensure an extraordinarily high level of service. 

I hold the Series 7 and 63 registrations.

Away from the office

I advocate for a strong balance between family and work life. I live in Jupiter, Florida with my husband Jack. I enjoy Trivia and love to spend time with my family.

“Client-first service is driven by uncompromising attention to detail.”

Background and experience

I began my career in the financial services industry in 2020 at Charles Schwab, where I built a strong foundation in client service and financial operations. In 2021, I joined Wells Fargo and have continued to expand my experience in the industry.

In my current role as a Project Manager, I support business development initiatives by coordinating and managing projects with a strong focus on organization, efficiency, and attention to detail. I enjoy helping bring ideas to life by keeping projects on track and ensuring teams stay aligned to achieve successful outcomes.

I currently hold my Series 7 and Series 63 registrations and earned my Bachelor of Arts in Human Communication from the University of Central Florida.

Away from the office

I enjoy spending time with my husband, Matt, and my family. I also enjoy exploring local restaurants, trying new cuisines, and traveling.